A bullish 1H rebounds from 2022’s losses. Heading into the 2H, we see markets moving on rate hikes, recession expectations and AI.
Tentative markets gave way to bullish AI fervor to end May on a high…
Tentative start to April gives way to more bullish optimism with investors hungry to have their cake and eat it too.
Despite initial market concern, investor optimism surged in March with the #BankingCrisis stabilizing, end of #RisingYields hope and expectations for a #Recession2023 soft landing.