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Jobs Report Reset the Course
All eyes on CPI and FOMC next week
Jun 9, 2024
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Jobs Report Reset the Course
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Is Soft-Landing still the base case?
"Sell-in-May" investors are probably disappointed
Jun 1, 2024
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Market Warrior
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Is Soft-Landing still the base case?
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May 2024
'Here for Longer' Regime
FOMC minutes, S&P PMIs, NVDA Earnings highlights, and Key Events for next week
May 25, 2024
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'Here for Longer' Regime
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Will the rally in stocks continue?
The big news this week was the CPI, which met expectations and suggests dovish implications for Fed policy.
May 18, 2024
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Will the rally in stocks continue?
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Cautious Optimism Going into CPI
Heading into the crucial CPI release, the market is cautiously optimistic (as stocks are back to highs) about the potential return of disinflationary…
May 14, 2024
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Cautious Optimism Going into CPI
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Market Resurgence
Navigating the Rebound and Outlook Ahead
May 8, 2024
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Market Resurgence
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March 2024
Fed's Dovish Stance Meets Consumer Sector Weakness
What’s next for US equities?
Mar 22, 2024
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Market Warrior
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Fed's Dovish Stance Meets Consumer Sector Weakness
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Bracing for the Fed
FOMC preview and NVDA GTC event takeaways
Mar 20, 2024
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Bracing for the Fed
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Market Note (March 4th)
Trump wins; Frothiness in the markets
Mar 4, 2024
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Market Warrior
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Market Note (March 4th)
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Weekly Market Recap (Mar 1st)
Diamond hands are back?
Mar 2, 2024
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Weekly Market Recap (Mar 1st)
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February 2024
Feb 28th Market Note
Markets cautious ahead of PCE
Feb 28, 2024
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Feb 28th Market Note
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Market Note (Feb 23)
Fed officials' hawkish stance; NVIDIA profit taking
Feb 23, 2024
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Market Note (Feb 23)
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