Major US equity indices were higher this week, with the Dow, S&P, and Nasdaq all up for the sixth consecutive week (and the S&P closing at another fresh record high on Friday). The soft-/no-landing narrative continued to gain support from cooperative economic releases, particularly Thursday's robust September retail sales report which saw healthy m/m growth in control-group sales. Elsewhere, Q3 earnings results have continued to point toward growth, with the blended EPS y/y growth rate for S&P constituents currently at 3.4% (with ~14% of index members now having reported).