Trump Tariffs 💰
Markets largely shrugged off Trump’s tariff threats－yet they loom large as potential inflation risk.
AI Train Keeps Rolling 🚂
Another beat and raise for Nvidia, but high #AI expectations are catching up to demand.
The Nvidia Effect Q4’24
Nvidia is reporting Wednesday and that means－it’s an #AI week.
Powell Spooks Markets 👻
Powell spooked investors that #RateCuts may take longer than hoped.
In-line, but Sticky Inflation
Markets are essentially flat after sticky October inflation comes in as expected.
Post-Election Rally 🇺🇸
A post-election rally plus a stay-the-course Fed has markets surging.
Election Winners & Losers 🇺🇸
Trump won－so what does this mean for stocks?
October In-Review
The S&P ended October down -1% as AI spend sinks markets; investors bracing for election uncertainty, but we’re wary of labor markets.
AI Spending Woes 🤖
Markets slump as investors disagree with Big Tech’s AI spending