Christmas Time 🎄
The jobs report didn’t disappoint. We don’t see anything likely standing in the way of a Christmas rally now.
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.
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.