• Big move higher in commodities last week on a 4.3% bounce in oil prices. Real Estate still leads all asset classes.
  • Both small stocks and value stocks gave up their leads last week. Last year’s trend of growth and big stocks leading has reasserted itself.
  • Developed markets are leading emerging. Trump-Xi summit, originally hoped to occur in March, will likely be delayed until June.
  • Fed meeting this week. They are expected to announce Wednesday when they will stop the wind down of balance sheet runoff – consensus is September.

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