Positive policy shock puts markets in a better place as high yield recovers 50% of widening.  TSLA rally on poor results strengthens case it is "washed out

VIDEO: We believe markets are in a better place today compared to last week  as White House moving towards de-escalation.


Please click below to view our Macro Minute (duration: 9:15).

Equities rallied solidly Wednesday, a reminder that stocks are vulnerable to a "positive policy shock" mirroring the "90-day pause" announced on April 9th.  While tariff uncertainty continues to weigh on visibility and also on invest...

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