The CAC40 is cheap.
"Cool" market reaction suggests equity markets are resilient.
Gold and silver come crashing down.
Microsoft already owns 27% of OpenAI.
Policy remains in a "wait-and-see" mode, while markets now look toward June for a potential next move.
Goldman warns metal rally is at risk.
The "de-dollarization" trade is accelerating.
The US dollar’s selloff accelerates as foreign investors increase their diversification away from US assets.
Inflation remains stubbornly sticky, with the Fed’s preferred PCE gauge holding at 2.8% year-over-year.
The immediate technical picture remains tricky.
US stocks, bonds and the US dollar lower on "loss of trust".
Stick with domestic bond proxies.
