This week, we’re sharing a quick update on the global macro backdrop, with a review of cross asset performance, global equity markets, COVID vaccinations, payrolls data, earnings results from the current season, the outlook for earnings going forward, extremely strong PMI readings, a booming housing market and its interest rate exposure, uncompelling credit market valuations, tight commodity markets and surging price pressure, the role of crypto in driving equity market risk appetite, the outlook for Fed policy, some trade ideas, and more.

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