
On Simultaneous Surges.
There's been no shortage of commentary about Q1 being a "Goldilocks" quarter for assets of all stripes.
Obviously, risk assets were buoyant as the Fed's dovish pivot and the follow-the-leader dynamic it precipitated among the FOMC's global counterparts slammed the brakes on the Q4 malaise, presenting market participants with a familiar quandary: Does it make sense to fight the benefactors armed with printing presses?
Read more
After ‘Goldilocks’ Rally, One Bank Ponders What’s Next
But
For equities, the focus is about to turn to earnings reports. That may be more difficult for Goldilocks.