- Fed and ECB diverge as Lagarde tackles inflation – FT
- US Unemployment Falls to 3.4%, Lowest in 53 Years – WSJ
- BofA Warns Investors Risk Sleepwalking Into Selloff – Bloomberg
- European stock markets have further to rally, argues GS – FT Alphaville
- Does it matter that central banks are losing squillions? – FT Alphaville
- A New Supercycle Is Starting, Says Fidelity’s Macro Strategist – Barron’s