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Global X Data Center REITs & Digital Infrastructure ETF
2024-02-20 13:50:00 ET
Summary
We think market optimism can persist for now but stay nimble. We get more active in our long-term portfolios given a greater dispersion of returns.
U.S. stocks steadied after a brief dip on stronger-than-expected inflation data last week. We think that shows one data release won’t spoil upbeat risk appetite.
Global manufacturing and services activity is in focus this week. The data may offer an early gauge of Q1 GDP growth as central banks hold policy rates steady.
Transcript
U.S. stocks recovered quickly after strong inflation data last week, highlighting that one data point won’t disrupt upbeat risk sentiment....