Trump Tariffs đź’°
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.
The Q3 Big Tech AI Scorecard
Some quick #AI takeaways from #BigTech earnings
Oil Casualty 🛢️
Oil prices sharply fall after Israel’s retaliation avoids Iran energy.
Bumpy Earnings
Earnings are off to a bumpy start with some winners and losers
Loosening Businesses
It was a cautious start ahead of a big earnings week
How to Avoid a Recession
Markets are at all-time highs with investors optimistic we’ll avoid a recession. So how do we do it?