These 8 days explain the stock market's gains this year - and show there are just 4 factors driving the moves

• Just eight out of 251 trading days can explain the market's big moves this year, DataTrek said.
• Four factors are largely behind the moves: Fed policy, long term interest rates, Big Tech earnings, and avoiding recession
• This "supports our positive view into year-end since we believe rates will drop further from here," analysts wrote.

Of all the spasms the markets have gone through this year, just eight out of 215 trading days can explain how we've ended up where we are right now, according to research firm DataTrek.

And from those eight days, four themes emerge as the main movers: Big Tech earnings, Fed policy, interest rates, and hopes of avoiding a recession.