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This week’s report dives into the market’s unusual combination of near-sightedness and far-sightedness. We review and quantify the “A+” earnings season and the implications for valuations that very strong EPS growth forecasts create. We also dive into notable single stock earnings prints, thematic performance, what the Fed said this week, the steepening yield curve, and Japanese yen intervention. That intervention needs more historical context to make any sense and we do a deep dive on why it’s happening. We also take a look at US jobs data, explain the gap between strong demand and short supply despite strong productivity growth, and take a look at PMI readings this week. Give it a read!