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Equities, gold and oil fall, while yields and the dollar rise.
Draining US fuel inventories may be the more consequential variable to watch
Export hopes rise but inflation and recession risks remain.
Tech stocks plunge and Treasuries advance on better than expected jobs data.
Labour market uncertainties means all eyes on US nonfarm payroll data today.
Equities, oil and the dollar rise, while gold drops and yields bear curve flatten.
A resurgence in issuance tests the market.
Chips Act 2.0 and a surge in infrastructure equities signal a structural shift.
Strong earnings, unresolved geopolitics and a Fed on guard set the stage for a more selective market.
Hawkish Fedspeak even before the energy price shock second-order effects kick in.
Equities move ever upwards, yields surge, gold drops and oil prices plummet in May.
