Bullish news on the US jobs front

Real quick on this Good Friday The US jobs report for March was superb. We got everything we wanted to see except an improvement in hourly earnings. In my view, this report bolsters the case for upside risk for the economy and inflation…

Three Market Narratives

After the last week off, let's see if we can get back into the flow here. And my apologies for ghosting you. I was overcommitted last week against a backdrop where there was less to say. In the interim, though, I have seen three market…

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