Global Economy: More Slow-Mo

(1) Powell’s Pivot and Pirouette will be tested this week. (2) The comforts of a Stay Home investment strategy. (3) Payroll employment zigs and zags the fixed-income markets. (4) One-and-done or none-and-done? (5) 50, 25, or zero bps? (6) Do the ECB and BOJ matter more than the Fed? (7) What’s wrong with Germany? (8) Sol y sombra: NM-PMI & M-PMI. (9) Leading to no good. (10) Forward revenues still on sunny side.