Goldman Sachs is taking the heat for its call, but it's far from alone in that view among its Wall Street brethren.

Stocks surged and investors' rate cut hopes climbed following Tuesday's better-than-expected inflation report. But simmering beneath the surface is an increasingly complicated economic picture. Ron Insana and David Gura join the 11th Hour to discuss.

At least for now, the U.S. stock market is on board with President Donald Trump’s increasingly aggressive use of executive power