Broadcom vs. Nvidia 🥊
Nvidia may finally have a legitimate challenger after years of being the undisputed #AI chip leader.
November Inflation 🍂
Markets rebound with November inflation in-line
Inflation Week 💸
A quick update on market catalysts for the week including November inflation data and Broadcom’s earnings.
Jobs Week 💼
It’s been a labor market week with new data all week, but the big jobs report is coming tomorrow.
November In-Review
The S&P surged in November ending up almost 6% following a strong post-election rally.
Trump Tariffs 💰
Markets largely shrugged off Trump’s tariff threats－yet they loom large as potential inflation risk.
The Nvidia Effect Q4’24
Nvidia is reporting Wednesday and that means－it’s an #AI week.
In-line, but Sticky Inflation
Markets are essentially flat after sticky October inflation comes in as expected.
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.