Relief Rally
March 14, 2025
Today’s relief rally from deeply oversold levels follows some positive policy developments including: 1) a ‘constructive’ meeting between Commerce Secretary Lutnick and Ontario’s Ford; 2) Senate vote this afternoon to overcome a filibuster on the House CR; 3) an apparent agreement between German political parties on the fiscal plan to increase infrastructure and defense spending; 4) China’s announced press briefing next Monday to outline some additional measures to boost consumer spending.
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