Market in Review
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Retail Sales over expected at 0.8%, Trump – Xi has made the Dollar stronger. Data: Main Theme: “The Beijing
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PPI April at 1.8%. Exposure coming in – Retail Sales. Data: Main Theme: “The Wholesale Heat & The Warsh
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Kevin Warsh, welcome to the FED. CPI of US in April is now 3.8% Data: Main Theme: “The Inflation
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Volatility incoming. The nomination coming in today. Data: Main Theme: “The Diplomatic Rebuff & The Yield Rebound” — Markets
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US really wanted to stop war, or preparing another special plot-twist? Data: Main Theme: “The Yield Softening & The
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3rd time of JPY intervention, US – Iran MOU pending on effect, 1 day to NFP. Data: Main Theme:
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US Treasury Fluctuated, then DXY swept. Data: Main Theme: “The Fragile Truce & The Semiconductor Surge” — S&P 500
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BOJ Intervention 2nd time – USDJPY dumped and pumped 200 pips and 2 missiles hit on US Navy Data:
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“Sell in May” – Starting with BOJ Intervention.. Data: Main Theme: “The OPEC Schism & The Manufacturing Price Shock”
