Over the past month, US stock markets have been on a strong climb, with the $CSPX (+0,23 %) S&P 500, $EXI2 (+0,61 %) Dow Jones, and $CSNDX (+0,28 %) NASDAQ reaching new record highs. This upward movement is largely due to solid corporate earnings reports that have surpassed expectations and a persistent belief among investors that the Federal Reserve will soon begin cutting interest rates. While recent inflation data has presented a mixed picture, leading to some daily market swings, the overall sentiment remains optimistic. The market seems to be betting on a "soft landing" for the economy, where inflation cools without causing a recession, boosting investor confidence.