The Bear Market Rally; Jobs Data and the Wage Spiral; Earnings Beating Estimates; Mr. Buffett does it again!
What the ISM Data was signalling this week
Macro data that tells us how earnings will fare
Earnings, Yield Curve, Housing and what's coming up next week.
And what it means for Utilities
A whole bunch of macro numbers & the start of earnings season
An overview of what lies ahead for earnings season
Emerging Opportunities
Relief Rally, Job Friday, Earnings Season, Turbulent times ahead
Policy Implementation and Potential Investment Risks
The Chinese Economic Backdrop