Index

The rebound from January’s late swoon has been miraculous and we must acknowledge that some degree of perfection, for the landscape we have, is already priced in; an accommodative Fed, $1.9 trillion in fiscal stimulus, and an improving vaccine rollout. 
Each day on the European market opening Anthony Cheung, Sam North, and Amplify Trading gets you prepared for the trading day. They focus on relevant macroeconomic insights and trade idea generation for the global macro futures markets.
What weakness? Fed Chair Jerome Powell and a Biden-Xi call have lifted U.S. benchmarks back near-record levels.
We don’t find inflation a headwind; in fact, it’s a tailwind from many perspectives, signaling an increase in demand and economic activity in the later innings of the pandemic.
Upon a marathon of votes Thursday night and into Friday morning, Democrats in the Senate have pieced together Biden’s plan through the budget reconciliation process. The news began lifting risk assets late Thursday and those tailwinds carried into the weekend. 
Each day on the European market opening Anthony Cheung, Sam North, and Amplify Trading gets you prepared for the trading day. They focus on relevant macroeconomic insights and trade idea generation for the global macro futures markets.
The better jobs picture, at least through the data, sets the economy and the new Biden administration on a collision course when it comes to fiscal stimulus. 
Despite the massive beat, a gloomier market backdrop could’ve zeroed in on founder and CEO Jeff Bezos stepping down and marked it as a negative. Instead, the stock is up more than 2%, breaking out of a technical wedge.
U.S. benchmarks steadied the ship yesterday and continued their rebound overnight; all 4 were up nearly 1% ahead of the opening bell.
We can’t ignore the dash-for-trash, stick-it-to-Wall-Street short squeezes. We do believe the dislodging of many corners of the market last week aided waves of selling or liquidation, but we also think the market was left wanting more on the stimulus front.