As to potential market reactions, it seems that many (too many, IMO) investors are of the view that they should "look through" the short-term data and/or the worse the number,the greater the likelihood of more government/central bank assistance and the better for asset prices. Meanwhile, US futures currently point to a slightly lower open (around 0.5% down) for stocks after yesterday's big rally. The yield on 10-year government bonds has edged lower to 0.67%. The oil price rally continues, with both Brent and WTI up around 2% (see Brent chart below). #markets #oil #stocks #investing #equities #bonds #stockmarket #interestrates #investors #wti #economy #investmentmanagement #brent #fixedincome #assetallocation #fed #fed #federalreserve #centralbanks #volatility …see more