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Monetary policy monetization => 27 of 34 global central banks, or 80% are expected to ease their monetary policy by the end of 2024, the highest since 2021.
By comparison, in July 2023 just 10% of central banks were expected to cut rates. Currently, 42% of central banks have been easing monetary policy. Canada and the European Central Bank were the latest to cut interest rates in June. Meanwhile, the market is pricing the first Fed rate cut in September and a total of 2 cuts this year. Source: The Kobeissi Letter, BofA
Trump Media shares $DJT surge 50% in premarket trading after assassination attempt
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As we get into the heat of EPS season...
DB notes that more companies have been beating and by a larger amount in recent quarters. If this continues, it is tough to bet against this market... Source: Deutsche Bank, RBC
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