Stocks have inched higher over the past two weeks, with algos ruling the roost as expected.
Our equity targets remain unchanged.

Though, the dropping euro could put pressure on equities in the short run.
CL and RB continue to hold at levels which help produce appealing CPI prints…
…which in turn are pressing the 10Y to lower lows.
Still traveling, but I should be able to post again on Tuesday or Wednesday.
GLTA.


