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The United States: The February ADP private payrolls index topped expectations.

The Beveridge Curve also points to an imbalance.

Equities: Will peak inflation spark a recovery for the S&P 500?

BofA’s Global Wealth & Investment Management Survey shows a massive preference for bonds over equities.

Credit: This chart shows S&P’s reasons for potential credit downgrades

Canada: The loonie is under pressure as the BoC leaves rates unchanged.


China: The PPI moved deeper into negative territory. This is good news for inflation in the US.

Food for Thought: Here are battery manufacturing forecasts:

Edited by William Villacis
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