Monika Rosen-Philipp: positive Wall Street mood on monday - "seems that the negative factors have moved to the back"

After the good Friday, Wall Street also starts well into the new week. Where does the momentum come from? "At the moment, it seems that the negative factors have moved to the back". What is the impact of the economy (labor market data), central bank policy (Fed meeting), reporting season, stronger dollar ("the growth rates will start to come down") and the oil price? "We are neutral in our equity exposure over all."