There is no guaranteed ‘rally formula’ for Equity markets but you’d think most iterations would look something like today: Improving macro with the Trump administration softening stances on China and Powell overnight, which helped concerns about the US haven status wane, Yields fall and Dollar strengthen. What was needed to aide that and help the rally was strong corporate earnings and so far this week that has been abundance. Beats from SAP, BE Semi, Croda, Valmet, Eurofins, Randstad, Akzo Nob…
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