Rate Cuts & the Market
Investors are so focused on rate cuts this year－why does the stock market care?
Inflation Recovery 
Markets push to new all-time high on moderating inflation
Markets Cheer April CPI
Markets pop on rate cuts and “Goldilocks” soft landing optimism after inflation growth slightly moderates in April.
Blooming May 
Markets continue to extend May’s early optimism
May Flowers 
Markets retrenched in April, but starting May with optimism
April In-Review 
The S&P 500 fell -4% in April as investor concerns over #RateCuts mount with higher inflation data. Entering May, markets seem more reassured that #RateCuts are still coming just delayed.
Robot Rebound️ 
Markets rebound on strong #BigTech earnings bolstered by #AI
Israel Strikes Back ️
Markets slide on escalating #GlobalTensions, #AI spending concerns and pushed out #RateCuts
Geopolitical Tension
Volatile markets swinging on new inflation data and Israel attack
Q1 Macro Review 
Markets strongly rallied in Q1 on #AI euphoria despite delayed #RateCut expectations