Inflation Cheer π
The market rally continues on inflation cheer
Inflation Euphoria π
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 π₯οΈ
Markets continue to rise ahead of big macro week
Saved by the Bell π
Markets cool from highs on tech enterprise weakness
Flat, but Eventful π
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 yearοΌwhy does the stock market care?
Inflation Recovery π
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.