If so, is it worth playing, or an opportunity to "buy the dips"? Will the Magnificent 7 Big Tech stocks continue to hog investor attention?

Despite the ECB set to kick off an easing cycle ahead of the Fed, the euro has been remarkably resilient. From a low of around 1.06 in mid-April, EUR/USD has gradually clawed higher to above 1.08. What explains the euro’s resilience and can it continue?

Is the shakeout in the sector misguided? Is the cyclical process bottoming for some segments and about to inflect higher? What industry groups stand out in such a diverse sector?

This reflects well-anchored inflation expectations and indicates that a 1970s wage-inflation spiral is not developing. What are the investment implications?

How should investors position themselves in a CRE market with droves of structural and cyclical shifts simultaneously unfolding?

Will these trends continue or will the traditional inverse correlation between the greenback and resource prices re-emerge?

The question is, which assets truly earn their keep as inflation hedges? What is the most straightforward but effective strategy for proofing a portfolio against upside surprises? And does taking out inflation insurance inevitably come at a cost?

Does this mean a more dovish Fed will lead to an equity breakout? Or will sticky inflation cause a sustained correction in both stocks and bonds?

A shift in the macro backdrop could unwind the premium built up and prompt a rotation in leadership. How can investors prepare for the shift?

Did the pendulum of market expectations swing too far in the direction of a hawkish Fed? Are Treasuries attractive?