Economics is a social science for this reason - you can argue either schools of thought with valid data on either side.

Higher rates and inflation can also mean less institutional borrowing, less consumer spending, and less earnings. We are also at historic levels that carry risks we don't even know.

War can drive up energy and defense stocks, but it can also crash the overall market. Not to mention a China conflict could set the U.S back decades technologically if we lose.

Social unrest, an upcoming election (market typically acts mixed and dips leading up to elections for the uncertainty). June- we have a debt ceiling "show" to watch.

This is why I no longer listen to analysts - along with seeing bribery practices in the industry (pay for ratings).

Do your own homework and be willing to change views. That's all I can say. Like Jimbo always says "be a bull, be a bear, but don't be a pig"