SET: Q2 Overview and Economic Risks

SET looks strong lately but hasn't gone far. There are several economic figures to watch. If Q1 GDP comes out worse than feared, we might see clearer profit-taking, especially in stocks that ran up a lot in Q1. Many expect interest rates to drop, but the FED still shows no clear signs, making the picture confusing.

Personally, I think the energy and commodities sectors still have some upside, given the volatility of oil prices $USO remaining high. However, overall, I remain cautious for now.