TThe Weekly discusses last week’s main events, including US non-farm payrolls, and observes that British UK Prime Minister May still looks under great pressure. Risk markets steadied and recovered, led by the S&P. US rates will be hiked this week, but the market could be behind this curve looking out to the end of 2019. Growth in the US, the Eurozone, and even Japan is looking quite solid. The Investment Summary discusses the reasons for returning to an overweighting in US Information Technology, driven mainly by the multitude of possibilities for growth currently unfolding – and the free cashflow.