It turned into a relatively busy week, with several key market developments potentially providing fresh fuel for the bull market.

This morning, the latest employment data showed a slowdown in hiring, which the market welcomed as it reduced expectations for further rate hikes. On Wednesday evening, Micron delivered another outstanding earnings report, reinforcing the strength of the AI infrastructure boom. And finally, Bitcoin and the broader crypto market have continued to gain momentum, signaling a notable improvement in risk appetite.

Taken together, these developments have helped support increasingly constructive price action across risk assets. The Nasdaq is printing fresh all-time highs this morning,…