US futures are pushing higher on the day, with S&P 500 futures now up 0.8%. At the start of the session, the gains were only hovering around 0.2%. Tech shares continue to lead the charge, with the ever present rally continuing to be one that is mostly AI driven. So even with the threat of tariffs, investors are looking past all of that in favour of the poster boys.In Europe, we're seeing regional stocks also benefit from the better market mood with the DAX uup 1.8% and CAC 40 up 1.2% on the day. A potential for better resolution between Russia and Ukraine is also helping, with Trump set to meet with Putin "in the coming days" according to the Kremlin. But we'll have to see on that.In the bigger picture, it's all about recognising how this is a market that can quickly shift narratives and find reasons to be optimistic. For the early parts of this year, it was mostly because of "US economic resilience". And now even though we're facing up against a likely streak of bad data, the market was only really perturbed last Friday and just mildly this Tuesday.The narrative has now shifted from buying because "the economy is good" to readjusting because "okay, the economy doesn't feel so good" but only for a day. And now, we've moved on to "the economy doesn't matter because the Fed is going to come in to cut rates". This is a market that can always find and spin the narrative no matter what, and it has been that way for a while now. This article was written by Justin Low at investinglive.com.