I pulled up the front page of the Financial Times today, and man, those articles are quite positive! Are we returning to normalcy?

Anyway, to summarize some of the most viewed articles for this News Review:

• There are expectations of a weakening US dollar and potential rate cuts (or at least, no hikes)
  • Gold prices at a record high
  • S&P 500 prices at a five-month high
  • Stoxx Europe 600 at a four-month high
  • Short-dated Treasury yields at a five-month low
• OPEC announced output cuts that resulted in a subdued market reaction
  • Investors don’t think it’s enough to spark a rally
• Global food prices should start to fall
  • Corn prices at a three-year low. US and Brazil supplies are up while demand stagnates

Highlight: 2008-2009 Financial Crisis

This comment chain made me want to write this article. The article title is “Global stocks record best month in three years on interest rate cut hopes”.

I’m always down to check out a contrarian opinion. The linked article is titled “Fed sees soft landing for economy” dated at February 14, 2007.

You can check it out yourself, there’s nothing particularly surprising or shocking. The quote highlighted by Flute in the image above does teach us one thing.

Most of the time, analysts aren’t too far off. But at the end of the day, it can be worth considering whether we’re all consuming data and information in an echo chamber.

If you want to read about macro, check out my BIS Quarterly Review post!