This week, our 3 Things are:

This week, our 3 Things are:

This week, our 3 Things are:

This week, our 3 Things are:

This week, our 3 Things are:

Volatility settles. Are we past the storm or merely complacent?

“Dangerous” finance. Is The Economist’s characterization accurate or just sensationalistic?

Slowdown approaching. As more hard data shows slowdown, we look to this week’s Beige Book for a sentiment shift. 

This week, our 3 Things are:

This week, our 3 Things are:

1. Dimon on credit. JPMorgan Chase’s CEO is concerned about credit.

2. Growth catalysts. They’re out there, right?

3. Earnings outlook. What do Street strategists say?

This week, our 3 Things are:

1. Exuberance. Is it irrational?

2. Labor strength. Here’s where it might crack.

3. Walmart’s outlook. The challenge of dimensioning tariff impact.

This week, our 3 Things are: 

1. Falling oil. Is it good or bad for credit?

2. Tariff impact. We’ll highlight some useful commentary.

3. Credit appeal. How does credit stack up in this environment?

This week, our 3 Things are:

1. Complacency. It’s back.

2. Trade progress. What’s the evidence?

3. European appeal. It’s become a fashionable trade. My European counterpart weighs in.