ACTV - The Market May Not Like What This Week's Data Means For Rate Cuts

2024-03-31 06:15:00 ET

Summary

• April's first week will bring significant data on the jobs front, including the ISM purchasing managers indexes, ADP Job, JOLTS report, and employment report.
• The state of the economy and market reactions will be determined by these data, with a focus on bonds and the dollar.
• The data will have a significant impact on bonds and the dollar, potentially leading to knee jerk reactions in the stock market.

The first week of April will be busy, with plenty of data to come, mainly on the jobs front, with some peeks into the inflation prism. The ISM purchasing managers indexes, ADP Jobs report, JOLTS report, and employment report will tell us a great deal about the state of the economy and, more importantly, whether the "markets," as in stocks, bonds, and the dollar, are playing it right....

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