1q2q3q3q204q4q21aheadaianniversaryanotheraprilathsbackbalancebankbanksbearbigbillbottombouncebubblescapcatalystsceilingchainschangeschinachoppycorrectioncovidcpicurvecutcvcycledatadebtdeltadeployingdisruptionsdrivingearlyearningseconomiceconomyelectionembracingemergingemploymentendenergyenougheuroexpectationsfedfindingflatteningfundgdpgeopoliticalglobalgoldgrowthhighshikeshousingimpactimplicationsindicatorsinflationinflationaryinfrastructureinstabilityinternationalintroductioninvestinginvestorsiranjobjobskeylargeleadershipliesliquiditylooklookingmarketmarketsmovemovingnegativenextoctoberoilopportunitiesopportunityoptionsoutlookpendingpivotpoliciespoppositioningpostpresidentialpricespullbackq1q2q3q4q418qeraisingrallyrateratesrerecaprecentrecessionreopeningrevisitingriskroughrunrusrussiaseasonseasonalsectorselectsetshiftshortslowdownsmallsmidsovereignsqueezestatestimulusstrategysupplysurprisingtakingtargettariffstaxtaxestechtighteningtimetodaytradestransitorytrendstroublestrumpukraineupcomingupdateususdvaccinevaluationsvaluevariantvolvolatilityweaknessweeksworldyearyield