Longer Duration Rises
Watch Bitcoin, Gold, Oil, USDJPY and GSG
Big earnings this week (GOOGL,MSFT,AMZN,META,XOM)
Post-Covid "revenge spending" has ended.
“Smaller and early stage” companies will be effected by cost of capital. (Russell 2000 is the worst)
Be aware of price-action in Nvidia for signs of risk appetite in equity markets
Keep reading with a 7-day free trial
Subscribe to GMG Research to keep reading this post and get 7 days of free access to the full post archives.