Market favors Tactical Trades in Bonds; Excess Savings are Gone; The Yen continues to Weaken
Our updated views on global markets and more
Concerns around sustainability
Market Recap: Mixed Messages; Macro: Stagflation; Earnings have a tougher job; Closing Thoughts: Things are not attractive!
and our preferred stock pick to play this theme
US Jobs Report at 8:30am ET; Apple wows the Market with Earnings; USD/JPY slips again on intervention
May 1, 2024 Fed Meeting brings a QT taper decision, no hikes, but uncertain timing on cuts
Full Treasury Announcement; Euro Area GDP increases & inflation is stable; Saudi GDP falls so we may see oil quotas increase
Elections; Robust Growth - Digitzation and Infrastructure Spending; RBI Policy; Select Sector & Stock Picks
Treasury Refunding Announcement at 3pm ET; German inflation today; Hang Seng enters technical bull market; ECB concerned about inflation
Microsoft & Google improve market sentiment; BOJ increases inflation forecast; US GDP comes in lower; Korean GDP comes in higher