Dear Driving Markets (@VelenskiMeir) Re: Your video from today. 1) Data seems to

Dear Driving Markets (@VelenskiMeir)
Re: Your video from today.

1) Data seems to be mixed, and the financial and biz sectors are signaling a softening of risk. Is there any merit to the suggestion that we might see a soft landing? Or is this wishful thinking once again? (I’m not paying close enough attention at the moment so I’m unsure.)

2) Working hypothesis is that improvements in data collection and analysis plus the ‘kick in the pants’ produced by 2008-10, and fear that we are running out of options, compounded by geostrategic uncertainty created greater diligence across the board so that we (all sectors) are collectively responding sufficiently to soften animal spirits.

Would love your thoughts on both questions. 😉
Thanks for the work you do.
You’ve added a welcome voice to the daily discussion.
-Cheers