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Non-Farm Payrolls, Powell Speech
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Non-Farm Payrolls, Powell Speech

Futures have resumed their descent as bonds rally. Cryptos are the only bright spot among risk assets…

Good morning contrarians! Welcome to the Daily Contrarian, our morning look at events likely to move markets. It is Friday, April 4. Jobs Day.

Read this month’s portfolio update letter here!

State of Play

Stocks got bludgeoned yesterday in reaction to President Trump’s tariffs announcement the previous evening. The damage was widespread and downright historical. Major US indexes had their worst day since Covid.

As we eye our board of indicators for signs of direction at 0540, there is little that points to the story changing very much. Risk off:

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