TME Weekend: 9 things you might have missed

Macro certainty

“When an indicator that shows that macro uncertainty is very low, that’s a huge tailwind for stocks.”

Source: Bloomberg

Smaller Q2 cuts

Source: FactSet

You up?

Source: Ryan Detrick

The Mega-caps are mega for a reason

Source: Goldman

Tech fund flows

Source: EPFR

Not even Euphoria yet

Source: CITI

De-risking

Drawdowns?

Source: Stifel

Absolutely no idea

Source: Deutsche Bank