MBCC TH 2nd May'23 - "All eyes on the Fed FOMC tomorrow, don't forget real economic indicators while focusing too much on good q1s!"

Everyone is cheering for how well the Q1 numbers are coming out, but it is important to remember that most analyst take numbers down harshly ahead of it, and then the companies come in much better. It is not about q1, but more about the debate on exactly what the recovery will look like in 2H’23.

We discuss each macro and economic and physical market indicators and the disconnects that provide trading opportunities now, especially post March madness, April was calm before the storm?

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