Goldman's derivatives guru Brian Garrett learned on Friday:
the market seemed to have forgotten to care about macro data …
focus since april had been on positioning, momentum, and earnings …
Friday served as a reminder that the knock-on effects from macro have very real consequences (gs no longer calling for cuts in 2026 and wsj’s Nick T saying Warsh’s job just got infinitely harder)
.@RepRussFulcher 219,000 fewer teens working this May. The DHS appropriations bill would nearly triple the H-2B visa ceiling, flooding teen job sectors with foreign workers. Oppose.
🎙️Hoy en #ExpansiónDaily | T-MEC conecta a las fábricas de Estados Unidos con 64% de las exportaciones mexicanas, la apuesta de Pemex para revivir petroquímicos encara escasez de gas y décadas de rezago y el reto de seguridad del Mundial 2026 está fuera de en los estadios, con Mónica Alfaro y Diana Gante.
Escúchanos en todas las plataformas de audio y en YouTube 🎧
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