Tale of Two Halves โฏ๏ธ
Slow week as markets growing cautious again
Stocks Up on Unemployment? ๐ค
Have you ever wondered why the stock market rises on unemployment?
Inflation Cheer ๐
The market rally continues on inflation cheer
Inflation Euphoria ๐
Market surge after CPI data shows inflation moderating and lack of surprise at Fed meeting.
May In-Review
The S&P 500 rebounded in May ending up +5% with investors rallying on #RateCuts relief and #AI optimism. After an early pop, June has been trading more tentatively ahead of new inflation data.
Calm Before the Storm ๐ฅ๏ธ
Markets continue to rise ahead of big macro week
Saved by the Bell ๐
Markets cool from highs on tech enterprise weakness
Flat, but Eventful ๐
Volatile week despite S&P ending essentially flat
The Nvidia Effect Q2’24
Nvidia surges on another blowout earnings driven by #AI buildout demand, but all-time highs have markets cautious on the rest of the ecosystem.
Rate Cuts & the Market
Investors are so focused on rate cuts this year๏ผwhy does the stock market care?