United States: Is the rout in rail freight ending?
Even the extra $300 payments (as opposed to $600 paid earlier) will fully replace many Americans’ lost incomes.
Eurozone: Consumers are starting to make major purchases – possibly using some of their savings.
Asia – Pacific: According to Natixis, “a stronger yen would improve the structurally weak consumer purchasing power through falling import prices.”
China: How will the US supply chain diversification impact China?
China’s courts are increasingly busy.
Rates: With the correlation between the S&P 500 and Treasury yields breaking down, the bond market is no longer a good hedge for stocks.
Food For Thought: Apple’s market dominance
Edited by Devon Lall
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