Accelerating Capital Investment
Reflation Revival, Fed RRP, Trade War, Capex, Will the Payroll Pipeline Clear?
Enjoy the holiday weekend. Look for our podcast and video on Tuesday morning, a special thematic note at some point next week and some additional thoughts prior to the May employment report in podcast form for premium subscribers.
Reflation Revival
In last week’s note, Follow the Money, we suggested that prior to the inevitable Fed normalization risk-off …