Markets take a breather; Shelter inflation HOT; Earnings Themes; Financial
US and UK Retail Sales Diverge; BoJ's Ueda Parliamentary Speech; Macro Data points to watch today
Japan and UK in recession; Buffett sells Apple; Putin prefers Biden
Hotter US CPI, Rate cuts in July, UK Inflation eases; Lyft makes a blunder; Japanese Yen under pressure
UK Wages come in lower but miss expectations; Tesla increases prices in Europe; Better confidence data in EA, Germany and Australia
Nvidia, Europe's Mag 7, Record Long Positioning and the Penny Stock Casino
Small caps gain momentum; Oil could stay higher; ECB speaker hint at easing
Week of February 12th, 2024
US CRE fears remain limited; Fundamentals causing oil to rise; Earnings Growth vs. Multiples; Taking some profits
CPI revisions today; Tucker Carlson's interview; BoJ to continue accommodative policy
S&P 500 closing in on 5000; US Consumer Credit Lower; CBO projects highest interest cost since 1940
China fires Securities Regulator; NZD stronger on data; Fed speakers are hawkish; ECB also hawkish