Back From BBQ, Straight Into the Bond Pit
Wall Street is back from Memorial Day, and the short week is already spicy. Oil dropped below $100 on hopes of progress in U.S.-Iran talks, global stocks rallied, the dollar softened, and markets are now staring down PCE inflation, GDP, housing data, jobless claims, and retail earnings.
Today’s episode covers what Tuesday’s post-holiday open means for stocks, rates, real estate, crypto, stablecoins, and M&A. Plus: why power and infrastructure are still the hottest capital markets themes, and how to use this macro moment as a sales opener without sounding like a khaki-clad “just checking in”…
The skinny
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