Charts of the Day
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Bond yields are the elephant in the room for equities.
...citing a combination of resilient earnings, supportive monetary policy, AND a weakening dollar.
Investors worry about the fiscal health of the U.S. economy.
...and "investors still don’t know the full impact of Trump’s tariffs. "
Moody’s downgrade will result in higher interest expense.
The data suggests easing inflation pressures, which could influence Federal Reserve policy decisions.
Uncertainty over the global economy remains.
However, earnings guidance has become meaningless.
Fed’s Kugler sees significant tariff impact despite recent news.
However, no deal seems to be done.
Will this be enough to mend distressed sentiment?
"New risks for higher unemployment and inflation are dimming the economic outlook."
