Back to the Macro
With the Israel-Iran ceasefire holding, markets appear to be shifting focus back to the economy.
Midnight Hammer
Markets rally Monday despite the US escalating Middle East tensions with its own strike on Iran.
Oil Casualty 🛢️
Oil prices sharply fall after Israel’s retaliation avoids Iran energy.
Better Than Feared Banks 😅
Another green market week finishing on strong bank earnings
Oil Whiplash 🏎️💨
Markets seesaw as energy prices whiplash. So, what’s going on with oil?
Jobs Smash Expectations 🔥
Markets breathe a sigh of relief as September jobs crush expectations
September In-Review
The S&P finished up +2% as rate cuts reignited goldilocks optimism after another early recession scare.
Israel Strikes Back ️⚔️
Markets slide on escalating #GlobalTensions, #AI spending concerns and pushed out #RateCuts
Geopolitical Tension ⚔️
Volatile markets swinging on new inflation data and Israel attack
Q1 Macro Review 🧐
Markets strongly rallied in Q1 on #AI euphoria despite delayed #RateCut expectations