Executive Order Flurry 🌨️
Markets rallied again after a slew of executive orders were announced.
2025 Market Outlook 🔮
What are the 3 top market catalysts we’re watching in 2025?
Strong Jobs, Weak Markets
Jobs surged in December causing markets to tumble Friday. Why is a good jobs report bad?
Jobs Week: Jan ’25
Is the job market improving? That’s the question for investors this week.
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