Financial Conditions ease, led by higher stock prices
Goldman: We boosted our Q1 GDP tracking estimate to +2.6% (qoq ar),
reflecting better-than-expected consumption and construction data
Economic Surprises continue to be decent. This will change on Good Friday! #NFP
Are we in a recession? Mfg data says so.
Goldman's Twitter Sentiment jumps into positive territory.
US real GDP seen at +1% this year. Ho Hum.
Goldman sees +6% in China.. is that enough to help $SLX steel stocks? I say so.
seekingalpha.com/article/459215…
Following the emergence of banking stresses, deposits at US banks declined...
internet searches for withdrawal related words have declined, suggesting bank deposit outflows have diminished
Crisis averted?
Goldman: European banks are in a healthy position from a liquidity perspective
Credit Crunch ahead for SMB?
Small and medium-sized banks account for ~55% of total loans
a 45-50 ISM Mfg is pretty bullish for stocks. @SoberLook
dailyshotbrief.com
Tech shares are trading at a substantial premium to the S&P 500.
The Eurozone: Core inflation continues to surge.
Weak natural gas prices have been pressuring coal.
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