Themes

The Weekend Edition # 157 - Yields at 5% could be a reality

Pressure from Yields; A Bumpy Earnings Season Ahead; and Can the Fed cut in 2025?

The Last Fed Preview for 2024

What's next for the Fed in 2025?

The Weekend Edition # 155 - Jobs Market Steady

Markets Marching Higher; Jobs Market Steady; Revised Projections

Shifting Sands - Global Outlook for 2025

The Weekend Edition # 153 - Immigration Policy: Wage Shock Ahead?

Market Recap: Pullback; Macro: Immigration Policy; Closing Thoughts: No Cuts for You

The Weekend Edition # 152 - US Election Special

US Elections: Commodity Prices

A look at how each candidates policies may affect commodity prices, if elected President

The Weekend Edition # 151 - The Final Stretch

Market Recap: Rocky week; Macro: The Final Stretch; Closing Thoughts: Big Earnings

The Weekend Edition # 150 - Talking about Inflation Again?

Market Recap: ATHs; Macro: Inflation again?; Closing Thoughts: Decent start to Earnings Season

The Weekend Edition # 149 - The Battle of the Cuts

Market Recap: World Events; Macro: The Battle of the Cuts; Closing Thoughts: Bumpy October

The Weekend Edition # 148 - The Era of Easy Money?

Market Recap: Everything Rallies ; Thoughts before US 3Q Earnings Season Ahead

What will Chair Powell say?

A Jackson Hole Preview