Seasonality Meets Skepticism as Bull Market Nears Fourth Birthday
A historically strong calendar stretch opens just as investors question the durability of the AI-powered advance, with Apple's iPhone pricing power and soft housing conditions framing the consumer debate.
Equity markets enter one of the calendar's most reliably positive windows amid rising unease that the AI-driven bull run is maturing. Apple's willingness to push iPhone prices up as much as $300 — with further increases anticipated — signals durable premium pricing power, while Masco's commentary on soft housing and Aecom's negative earnings reaction highlight uneven cyclical demand.