Light earnings week as investors adjust expectations for the bulk
We see 2023 playing out in 3 phases: cooling labor market, mid-year recession and recovery begins.
Market rallies off stronger earnings, but rate hike speculation volatility continues
October rally fades as new CPI data comes in hotter
Market tumbles as inflation not declining as quickly as hoped
Peaking inflation rally cools as hawkish sentiment resurfaces
Market euphoria as July inflation finally slows off peak
Growth leads markets higher as S&P 500 extends July gains
Strong July rebound as markets rally on peaking inflation sentiment. The next bull market or just overly optimistic?
Strong July finish as opportunistic investors hope for inflation peak