Q1 recap, Opec Announcement; Macro - The Business Cycle; Earnings - Lulu; Closing Thoughts - Seasonality vs. Earnings
Encouraging data on inflation is the silver lining as demand falls
2 sectors that should be underweight
US PCE today; Eurozone Headline Inflation comes in lower; Markets are firmer but doesn't have a risk-on feel
There isn't an imminent crisis on the horizon for the US currency
Consumption was an uninspiring 0.2% of the 2.6% final GDP number
US Futures bullish; Europe also opened higher; the Yield Curve inverts more again
Year-over-year sales drop, but lending growth and more affordable regions fuel a cautious rebound
What's going on with tightening lending standards and how this will flow through
US Markets up led by a higher Asian close and European open. Lulu surprises on earnings.
How to get access to the Private Twitter Feed
Consumers Plan to Cut Discretionary Spending on Services in the Next Six Months
