Custom AI Present ๐
No inflation surprise, but a custom AI present
November Inflation ๐
Markets rebound with November inflation in-line
November In-Review
The S&P surged in November ending up almost 6% following a strong post-election rally.
Trump Tariffs ๐ฐ
Markets largely shrugged off Trumpโs tariff threats๏ผyet they loom large as potential inflation risk.
Powell Spooks Markets ๐ป
Powell spooked investors that #RateCuts may take longer than hoped.
Post-Election Rally ๐บ๐ธ
A post-election rally plus a stay-the-course Fed has markets surging.
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 weโll avoid a recession. So how do we do it?
Sticky Inflation ๐
September CPI caught forecasters off-guard with higher than expected prices.
September In-Review
The S&P finished up +2% as rate cuts reignited goldilocks optimism after another early recession scare.