Markets are reacting to mixed economic news and earnings on the understanding that it could be worse.
Belief in a hard landing in the U.S. is over.
With peak inflation behind most countries, central banks face the challenge of retreating without tipping into a recession.
It would take a few more muted years to shake belief in a highly successful investment strategy.
The base-case scenario of a second term will move markets until November--and beyond.
Biden's swing-state slip and the unpredictability of the Israel-Hamas conflict set the stage for 2024.
Discipline, patience and a certain passivity paid off. Investors might take heed.
European inflation hangs on energy prices, and the greenback is rising with them.
China, supply chains and Covid developments should generate some optimism ahead of the U.S. payrolls data.
Anyone who bet on U.S. stocks in October 2008 would have been up 440% by the peak last year.
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