
Mexico’s main stock index kicks off the week hovering close to recent highs, riding a four-month stretch of gains. For another leg up, the market may be waiting on the data to deliver.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.