Weakening Data 📑
Markets waver as weak economic data gives pause to bull rally…
Markets waver as weak economic data gives pause to bull rally…
Despite initial market concern, investor optimism surged in March with the #BankingCrisis stabilizing, end of #RisingYields hope and expectations for a #Recession2023 soft landing.
Market fear surging on Silicon Valley Bank failure…
Fed throws cold water on the new year’s rally as inflation declines slow and rate expectations rise
Dovish commentary reinvigorates market rally in March
We see 2023 playing out in 3 phases: cooling labor market, mid-year recession and recovery begins.