Post-Election Rally 🇺🇸
A post-election rally plus a stay-the-course Fed has markets surging.
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.
AI Spending Woes 🤖
Markets slump as investors disagree with Big Tech’s AI spending
Loosening Businesses
It was a cautious start ahead of a big earnings week
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?
Better Than Feared Banks 😅
Another green market week finishing on strong bank earnings
Sticky Inflation 😕
September CPI caught forecasters off-guard with higher than expected prices.
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.
Jobs Data Round 3 🥊
Weak job reports sank markets the last two months. Will we see a repeat in October?