
Raise the Ceiling or Hit the Roof - The Week Ahead
Macro Horizons
The Fed's First Rate Cut: The Pain Trade
The fact that the price action has become far more tame versus the excitement of March is the market's vote of confidence. The first look at Q1 GDP on Thursday, expectations are for a 2% increase in real growth. We also had tax day this week, unfortunately, and we got an early indication of what tax receipts will look like. What do you guys think this means for the debt ceiling?
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