An interesting week on store for the global economy and markets as national economies continue their re-opening process and different segments react to Friday’s jobs report, including the US Federal Reserve which holds an FOMC meeting (see earlier post). Also worth keeping an eye on data, movements in the US yield curve, and the depth of the rotation trade in stocks. #markets #stocks #equities #federalreserve #investing #stockmarket #assetallocation #fed #investmentmanagement #centralbanks #economy …see more