The market had a fairly stable trading session this morning as most investors decided to sit out after the Easter holiday. Cash flow moved quite unevenly across the market with mega-cap tech down nearly 2% while semi-conductors received attention amid tensions in Taiwan. With current liquidity, market movements remain temporary and no changes in fund allocation in investor sentiment have been seen.
On the macro front, the FED survey shows that public inflation expectations continued to rise again in March, with inflation over the next year returning to nearly 5%:
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