Jam-Packed

(1) Two policy meetings and lots of economic data. (2) Carbon copy FOMC statement? (3) Inflation may be too low for Fed and ECB. (4) Unemployment rate is certainly too high in euro zone. (5) Will ECB copy BoE’s Funding for Lending Scheme? (6) A deluge of PMIs confirming recession in Europe, slowdown in China and US, and better growth in Japan. (7) Fed district surveys for April are uninspiring. (8) Will frigid March heat up April’s payrolls? (9) Consumer confidence blossoming in the spring. (10) Fundamental Stock Market Indicator is looking up again. (11) Focus on overweight-rated Financials.