US futures are pointing to a very slightly higher open today. European equity markets have opened mixed to higher, following lower levels in Asian markets. Markets entering new week facing competing narratives. There’s renewed US disinflation traction following soft US CPI & PPI, driving dovish rate repricing and supported risk assets. But hawkish change to Fed's dot plot, pickup in concerns about US growth, French political turmoil, tariff fight with China are among bearish talking points.

Companies Mentioned: Carlyle Group, Amazon