Credit Crunch π¦
Mixed week as markets digest potential bank rating cuts, slowing inflation and more China tension.
Mixed week as markets digest potential bank rating cuts, slowing inflation and more China tension.
The S&P 500 rose +3% in July as investors remained giddy the market was heading for the ideal “Goldilocks” soft landing.
A bullish 1H rebounds from 2022’s losses. Heading into the 2H, we see markets moving on rate hikes, recession expectations and AI.
Mixed labor signals as investors continue to weigh rate hike and recession odds.
The S&P 500 enters a bull market with investors optimistic moderating economic data will lead to Goldilocks economic outcome.
S&P 500 exits current bear market with CPI & Fed on tap
Tentative markets gave way to bullish AI fervor to end May on a high…
AI super trend continues to fuel growth rally.
Tentative start to April gives way to more bullish optimism with investors hungry to have their cake and eat it too.
Big Tech earnings didn’t disappoint, but markets still cautious ahead of Fed meeting.