November In-Review
The S&P surged in November ending up almost 6% following a strong post-election rally.
Trump Tariffs 💰
Markets largely shrugged off Trump’s tariff threats－yet they loom large as potential inflation risk.
Powell Spooks Markets 👻
Powell spooked investors that #RateCuts may take longer than hoped.
Post-Election Rally 🇺🇸
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 we’ll avoid a recession. So how do we do it?
Sticky Inflation 😕
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.
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.