“Our cops and first responders shouldn’t have to fight crowds while they’re saving lives..."

"Massive layoffs coming to the West Coast trucking sector." 

 

 

Lots and lots of goalseeking.

Because, hey, when there isn't a World War II or full blown civil rights style crisis on the media's hands to all them to argue their ideologies...why not just invent one? 

The tolerant left strikes again...

Trump said they are in direct talks with China, China denies this; US prepared to exempt some Chinese auto parts from tariffs; Fed's Waller prepared to look through tariff price hikes, Hammack opens up door to June rate cut; Mixed Durable Goods; Existing Home Sales beat; Jobless Claims inline; AMZN and NVDA say AI data centre demand is not slowing down; IBM fall post earnings, LRCX, TXN rise; KDP, PG, PEP fall; Pakistan/India tensions rise; Weak 7yr auction.

Sentiment was just too downbeat into earnings.

"The devastation in big tech stocks like Alphabet has been so severe that there is room for error, and I suspect there’s more upside than downside over the long-term."

Hedge funds appear to be rotating into Financials, which is among the most net bought sectors MTD...Net exposure in Mag7 names collectively is now at two-year lows...

This was a rather weak auction, not just the tail but more ominously, the continued decline in foreign demand

"...it doesn't matter who 'they' are..."

...believing that all will be well in the end, and that erratic policymaking has not left longer-lasting scarring...

"No, Trump is not faking it, and he did not just fold. The US grand macro strategy is not changing."

"We think it exemplifies just how challenging things are ..." 

"The US should respond to rational voices in the international..." 

Path dependency is crucial in politics...as Liz Truss would attest...

Boeing Co. said it received 192 orders in March, the most since the end of 2023 and up from 13 in the previous month...

...but, but, but the recession is coming, the recession is coming?

"They said this makes it difficult for them to predict travel demand."