Stocks are on a tear today. The Dow Jones Industrial Average just hit an all-time high, driven by a strong rally in financial shares that's lifting the entire market. Meanwhile, energy stocks are having a field day—jumping sharply after geopolitical developments in South America. The combination of sector momentum and broader market strength suggests investors are feeling pretty confident about the near-term outlook. If you're tracking macro trends and their ripple effects on asset classes, this is worth keeping an eye on. Market moves like these often set the tone for where we're headed next.