Daily BriefsMacro

Daily Brief Macro: The Weekly Market Monitor (30) – Behold the Dovish Shift! and more

In today’s briefing:

  • The Weekly Market Monitor (30) – Behold the Dovish Shift!


The Weekly Market Monitor (30) – Behold the Dovish Shift!

By Jeroen Blokland

  • The surprisingly dovish tone of Federal Reserve Chairman Powell and ECB President Lagarde suggests the end of the tightening cycle is in, boding well for Equities and Treasuries.
  • After quarters of declining or negative earnings and revenue growth, Big Tech companies are finally showing improvement. 
  • After being in Frenzy for three weeks, our Fear & Frenzy Sentiment Index has slipped back to Neutral. 

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