Macro Strategy Insights

Stocks +1, The House -1, The World ?

We came into this week with a list of things to think about with the Fed Behind Us, and a SITREP focusing on the Houthis vs Saudi Arabia. We also kicked off the week with a preview on CNBC. Our “official scoring” was stocks did well, Bessent faced setbacks on bonds and the yen, and for the world, well, not as much clarity as we could have hoped for. I was going to go with i instead of ? but  seemed overly complex vs ? even if it is more reflective of the current complex state of the world! We ... Stocks +1, The House -1, The World ?

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