Return of the Tariffs
Markets plunge as White House reignites #Tariffs trade war
September In-Review
September rallies on #RateCuts, but the shutdown complicates October…
Rate Cut Rally Fades
Market’s #RateCuts rally fades — what reignites it?
No Risk-Free Path
Investors are betting on bigger #RateCuts, but Powell’s trying to rein in the optimism.
Dot Plot Watch 🧐
September #RateCuts looks locked-in, but investors want five more－will the Fed deliver? That’s the big question heading into Wednesday’s Fed meeting.
Inflation Checks the Box ✅
Markets cheer #Inflation, but Consumers aren’t buying it…
Inflation 👍, What’s Next?
#Inflation came in high, but tolerable… That’s good news for markets, but with #LaborMarkets jobless claims spiking is the #Tariffs soft landing really safe?
PPI In-Line, CPI Next
Producer inflation came in mostly in line for August with Core PPI up 0.3% keeping pricing pressures elevated but stable. All eyes now turn to Thursday’s CPI report, which will set the tone for markets and the Fed’s upcoming rate decision.
Inflation Week 💸
After last week’s weak #LaborMarkets data, the spotlight now shifts to #Inflation－which will set the tone for the Fed’s big meeting next week.
August In-Review
Markets were a rollercoaster in August starting with a #LaborMarkets collapse, but ends at new highs on #RateCuts optimism.