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Labour market uncertainties means all eyes on US nonfarm payroll data today.
Equities, oil and the dollar rise, while gold drops and yields bear curve flatten.
A resurgence in issuance tests the market.
Chips Act 2.0 and a surge in infrastructure equities signal a structural shift.
Strong earnings, unresolved geopolitics and a Fed on guard set the stage for a more selective market.
Hawkish Fedspeak even before the energy price shock second-order effects kick in.
Equities move ever upwards, yields surge, gold drops and oil prices plummet in May.
Confidence holds up, but inflation concerns remain elevated.
Challenges include fixed income volatility, currency divergence and equity alpha.
Europe’s slowing growth and rising inflation limit both monetary and fiscal options.
Falling US service activity flashes a warning signal.
