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.
Oil Casualty 🛢️
Oil prices sharply fall after Israel’s retaliation avoids Iran energy.
Choppy Earnings 🌊
Investors turning focus toward big tech earnings next week.
Loosening Businesses
It was a cautious start ahead of a big earnings week
Earnings Time 🗓️
Choppy market week as more companies begin reporting Q3 earnings
How to Avoid a Recession
Markets are at all-time highs with investors optimistic we’ll avoid a recession. So how do we do it?
September In-Review
The S&P finished up +2% as rate cuts reignited goldilocks optimism after another early recession scare.