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.
Jobs Data Round 3 🥊
Weak job reports sank markets the last two months. Will we see a repeat in October?
Macro Warming 😊
Markets tick higher on a fairly slow week that saw Fed speakers and more macro data trickling in.
Rate Cuts Are Here! 🎉
Rate cuts are finally here, so what’s next?