I am a true believer in the economic re-acceleration thesis now. Here's why

Real quick here today, since I'm supposed to be on Holiday. The data out this morning in the US were extremely bullish in my view. And, as I've been saying April data would make or break the economic re-acceleration thesis, I am finally going to tip my hand and go all in on the bull side.

Here are the datasets from today:

  • Initial jobless claims: 192k vs 2…

This post is for paying subscribers