"At this early stage, the first quarter earnings season for the S&P 500 is off to a weaker start than average compared to expectations"
"Truck driver is the number one job in 34 states. Rates fell off a cliff since Liberation Day."
"The dollar and yields - not stocks - will hold the whip hand with indicating when further softening with US tariff policy is likely"
Goldman has CTAs modeled as buyers of US stocks in all scenarios over the next week and month
"History strongly suggests both the Nasdaq 100 and US large cap Tech sector should rally over the next 50 trading days, and by double digits."
"This earnings season isn’t about corporate results. It’s about tariffs"
