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 Checks the Box ✅
Markets cheer #Inflation, but Consumers aren’t buying it…
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?
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.
September Jobs Week
August Jobs Report Miss Sparks Recession Fears…
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 Volatility 🫨
Weekly Market Recap: #AI Volatility Shakes Stocks
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.