Some will tell you that the bond market is pricing in doom and gloom. But is that really the case?
I decided to look into this space to get a sense of what is priced in. The answers surprised me.
There's a host of factors that play into my full risk-off stance.
Let's see how the Fed Chairman Jerome Powell can justify more liquidity measures as jobs data have improved and asset markets rebound strongly.
What happened? And what does it mean for the recovery?
Look for Washington to rapidly lose interest in pumping stimulus into the economy.
Retail investors have been outperforming hedge fund managers and institutions, though the verdict is still out on whether the party will last.
Rising U.S.-China tensions continue to weigh, but new home sales and stalled continuing jobless claims may be positive catalysts.
The historic April jobs report provides clues on what to expect from here.
Hiring completely froze even before the stay-at-home orders started coming down.