Playing Recession Chicken ?
Market rallies on Fed pivot optimism, but labor still too hot
Wake Me Up When September Ends ?
Markets finish September bloodbath down -9%
Recession Reset ?
Markets finally coming to terms with aggressive Fed focused on combating inflation. Soft landing recession likely out. What’s next?
Extinguishing Inflation ????
Fed warns markets with economic slowdown and increasing unemployment expectations
Dashed Inflation Hopes ?
Market tumbles as inflation not declining as quickly as hoped
Europe Energy Escalation ??
Markets shake off Russia escalating energy conflict
Double-Edged Labor Market ⚔
The jobs report didn’t get the recession memo…
Sobering Markets ☕️
Runaway peaking inflation rally hits a wall. Still early innings for #RisingYields as markets reevaluate #RecessionWatch impact.
The Long Road Ahead ?
Powell pours cold water on inflation peak rally
Return of the Hawk ?
Peaking inflation rally cools as hawkish sentiment resurfaces