SignalPlus Morning Briefing (27 May 2024)
Last week saw the continuation of what many are calling a ‘one-pillar’ market, with Nvidia almost single-handedly holding the markets up, while sticky PMI, inflation expectations, and a decidedly more…
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Last week saw the continuation of what many are calling a ‘one-pillar’ market, with Nvidia almost single-handedly holding the markets up, while sticky PMI, inflation expectations, and a decidedly more…
Both the crypto market and TradFi lobbying groups were caught off-guard over the past 48 hours, as the SEC had a sudden about-face on Ethereum ETF approval. An abrupt request…
We ended the past week with a slowing growth and lower inflation hopes giving rise to yet another soft landing narrative. This is not the first time we’ve seen this…
Equity prices made another early run towards a new record high before easing off, while treasuries underwent a bear-flattening with front-end yields adjusting slightly higher on a significantly higher import…
After 3 months of consecutive upward surprises, a roughly in-line CPI was all that was needed to spur risk markets to another blow-off record rally. The EoD scorecard looks something…