Greetings,
The United States: Financial conditions have eased sharply in recent days.
Europe: European momentum factor outperformance stands out compared to other major equity markets.
China: Economic policy uncertainty has risen sharply.
Cryptocurrency: Crypto funds saw the largest weekly inflow since mid-December 2024, the third-largest inflow on record.
Commodities: Gold appears overbought.
Equities: It’s been a few months since we saw five consecutive daily gains in the S&P 500.
Food for Thought: Atmospheric concentration of carbon dioxide, methane, and nitrous oxide since 1980:
Edited by Abraham Lent
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