Greetings,
United States: Vaccine supply constraints are easing.
Asia-Pacific: Tokyo COVID cases are on the rise.
Office vacancies continue to climb.
China: Services inflation is expected to rebound.
Equities: Share buybacks have accelerated again.
Here is a look at the 5-year rolling correlation of S&P 500 sectors to the 10-year Treasury yield.
Rates: Market expectations for the fed funds rate trajectory remain disconnected from the Fed’s dot plot.
Food For Thought: US electric disturbances:
Edited by Daniel Moskovits
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