The Walmart in the Coal Mine?
Walmart’s muted outlook reignites consumer worries.
Tariffs? Inflation? 🤷♂️
Markets finish week higher despite more tariffs and hotter inflation
January In-Review
The S&P 500 kicked off the year strong finishing January up almost 3%, but tariffs may derail the rally in February.
3 Takeaways from the Fed Meeting
As expected, the Fed held rates flat, but investors were focused when and what will it take for them to resume #RateCuts.
2025 Market Outlook 🔮
What are the 3 top market catalysts we’re watching in 2025?
Jobs Week: Jan ’25
Is the job market improving? That’s the question for investors this week.
Jobs Week 💼
It’s been a labor market week with new data all week, but the big jobs report is coming tomorrow.
November In-Review
The S&P surged in November ending up almost 6% following a strong post-election rally.
Trump Tariffs 💰
Markets largely shrugged off Trump’s tariff threats－yet they loom large as potential inflation risk.
October In-Review
The S&P ended October down -1% as AI spend sinks markets; investors bracing for election uncertainty, but we’re wary of labor markets.