It’s a very busy week coming up with top tier data and major central bank meetings. With markets now finally agreeing with the Fed’s 75bps of policy easing this year, it’s time for the economic data to cement this pricing. The dollar has lost some of its shine after peaking in mid-February, so more upside surprises will be needed to kick off another upleg. The soft landing scenario is now baked in, but there are some concerns about small banks in the US and their exposure to commercial real estate. A blow-up here could potentially see some risk-off and stocks come under pressure, though the bulls do look very strong ... (full story)