Markets

Jobs Report Reset the Course

All eyes on CPI and FOMC next week

Jun 9, 2024 •

Is Soft-Landing still the base case?

"Sell-in-May" investors are probably disappointed

Jun 1, 2024 •

'Here for Longer' Regime

FOMC minutes, S&P PMIs, NVDA Earnings highlights, and Key Events for next week

May 25, 2024 •

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 •

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 •

Market Resurgence

Navigating the Rebound and Outlook Ahead

May 8, 2024 •

A take on market direction from here

Dovish pivot speculation grows

Nov 18, 2023 •

Bullish case for the US stocks

Stocks rise despite Powell's pushback and a poor 30-year auction

Nov 12, 2023 •

Trending again: Goldilocks data

Best weekly gain for stocks since March 2020

Nov 6, 2023 •

Double Whammy Sent Risk Assets Lower

Hot CPI report and Poor 30Y Treasury Auction

Oct 13, 2023 •

Dovish Fed Speak and Geopolitical Tensions Trigger Retreat in Treasury Yields

Benefiting stocks and other risk assets

Oct 10, 2023 •

Another good week for Soft Landing narrative

Not so good for risk assets though

Aug 5, 2023 •

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