Macro Warming 😊
Markets tick higher on a fairly slow week that saw Fed speakers and more macro data trickling in.
Rate Cuts ✂️
Rate cuts finally arrive powering markets to new highs
Rate Cuts Are Here! 🎉
Rate cuts are finally here, so what’s next?
August In-Review
The S&P 500 closed August up +2% as Goldilocks optimism returned after an early recession scare.
No AI Blowout? No Problem!
Strong macro data offsets some Nvidia earnings disappointment
It’s Rate Cut Time! 🥳
It’s rate cut time as markets rally for a third straight week
What Recession? 🤷
Another big green week fully recovering from the recession panic
Inflation… Check! ✅
Markets are breathing a sigh of relief and rallied with no inflation scare this month
Jobs Overreaction 😅
Markets rebound as new jobless claims not as bad as feared
July In-Review
The S&P 500 finished July up +1% on #Goldilocks cheer. However, optimism sharply reversed in August on recession fears.