I agree that there is a little bit of tide turning, or at least...

I agree that there is a little bit of tide turning, or at least a bottomed out share price.
My view would be that retail investors are driven emotionally by changing factors like a war or a drought, as examples. But these come to an end.
Getting more instos involved and a sustained share price comes back to more tangible and somewhat permanent de-risking.
No doubt the macros you describe can't hurt, but I think will be yo- yo factors.
I think you have it right that it will lap at our feet for a little while with the PFS being the next big draw card.
Don't get me wrong I am barracking hard for a share movement though in an upward direction. So I don't really care what drives it as long as it is up

P.S I love that on this thread that people can have different views without resorting to name calling and insults like on many HC threads