Can the positive sentiment last?
• Positive vibes. Prospect of more China stimulus & German fiscal spending supported sentiment. Equities rose on Friday, as did AUD & NZD.• Tariff impacts. US tariff effects showing up in the data. US consumer sentiment tumbled, while inflation expectations jumped up.• Event Radar. A busy week ahead. China data & US retail sales (Today), BoJ (Weds), US Fed, AU jobs, NZ GDP, & BoE (all Thurs) on the schedule. Global Trends Volatility in markets continued on Friday, although this time risk appetite improved over the final trading session of the week. Equities rose with US indices leading the charge...