- The week ahead kicks off the Q1 earnings season with the big banks reporting
- Expectations are high with the reopening and the potioning is crowded and valuations elevated
- Both Powell and Clarida will be speaking and going forward everyone will be listening for any change in tone
- Dallas Fed President Kaplan on Friday mentioned he would advocate for tapering sooner
- Equity bullish sentiment is extreme with the S&P and Nasdaq both over 90%
- Have a great week!