A pivotal week for macro signals. Wednesday brings April FOMC minutes, which may offer insight into how the Fed is weighing the current inflation backdrop. The same day, Nvidia reports fiscal Q1 results after the close — one of the more closely watched prints of the week, alongside Walmart and John Deere. ELF and EnerSys are among the small/mid-cap names worth watching Thursday morning. T
Market Commentary CIO: The Week Ahead