Macro

Fed, ECB, and central bank policy. Inflation, employment, and recession signals. Geopolitics, liquidity conditions, and yield dynamics — filtered for portfolio relevance.
U.S. job gains beat forecasts; S&P 500 logs sixth record

U.S. job gains beat forecasts; S&P 500 logs sixth record

U.S. employers added 115,000 jobs in April and unemployment held at 4.3%. The S&P 500 closed a sixth straight weekly record and markets see a 94% chance the Fed holds rates.