Markets are catching their breath after Wednesday's brutal selloff. Equity indices bounced back at the open today, and here's what's driving the recovery: inflation came in cooler than analysts expected. That single data point has rekindled hopes that the Federal Reserve might accelerate its interest rate cutting cycle. Lower rates typically flood markets with liquidity, which historically benefits risk assets—from equities to alternative investments. Adding fuel to the rally, the tech sector's showing genuine optimism. Whether it's AI momentum or improved earnings outlooks, big tech names are leading the charge. The interplay between macro policy and sector rotation remains crucial for traders watching multiple asset classes.