Thoughts on WTI/Brent moving higher, yields pushing higher, central banks worried about inflation pickup vs demand destruction.
Morgan
Catherine Runevira
Most meaningful disruption in energy markets in history; focused on fertilizer impact.
Catherine Runevira
Food prices could be 3-5% higher by year-end due to 3-6 month lag.
Thoughts on AI trade and FedEx shooting 10% higher despite uncertainty.
Morgan
Catherine Runevira
Market pricing positive outcome but S&P 500 at 21x P/E offers little cushion.