Dot Plot Watch 🧐
September #RateCuts looks locked-in, but investors want five more－will the Fed deliver? That’s the big question heading into Wednesday’s Fed meeting.
Inflation 👍, What’s Next?
#Inflation came in high, but tolerable… That’s good news for markets, but with #LaborMarkets jobless claims spiking is the #Tariffs soft landing really safe?
PPI In-Line, CPI Next
Producer inflation came in mostly in line for August with Core PPI up 0.3% keeping pricing pressures elevated but stable. All eyes now turn to Thursday’s CPI report, which will set the tone for markets and the Fed’s upcoming rate decision.
Inflation Week 💸
After last week’s weak #LaborMarkets data, the spotlight now shifts to #Inflation－which will set the tone for the Fed’s big meeting next week.
Weak Jobs, Strong Market
LaborMarkets weakens, but green light for #RateCuts.
August In-Review
Markets were a rollercoaster in August starting with a #LaborMarkets collapse, but ends at new highs on #RateCuts optimism.
AI Slowing?
Nvidia crushed earnings again, so what does that mean for the rest of the #AI trade?
Inflation Fears
#ConsumerConfidence is softening with #Inflation fears bubbling up again. It’s not panic mode yet, but the underlying mood feels a little more fragile than the headline number suggests.
AI Bubble Popping?
Is the #AI bubble popping? Nvidia’s earnings is the next test…
Powell Blinked
Powell blinks, but #RateCuts aren’t a done deal yet.