Tariffs Continue to Take Their Toll as We Wait for the Fed
Why we see Fed Chair Powell pushing back on rate cut hopium in the market
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Why we see Fed Chair Powell pushing back on rate cut hopium in the market
ISM March Services PMI, March Employment Report and Powell on Deck
Let's game it out...
Putting it all together, while the stock market rallied off from oversold levels yesterday, there are still multiple headwinds that could restrain its performance in the coming weeks and months.
Why investors will be hanging on Powell's Friday comments
What will Fed Chair Powell say on Friday?
Nvidia's guidance offers something for the bulls and the bears, but here's our take
And Nvidia will need to deliver a big beat and raise report on Wednesday
Market Wrap Despite what can be described as an Oprah Winfrey-level amount of tariff announcements coming out of the White House since Friday’s market close, yesterday was relatively muted. Major broad equity indexes ended the day little changed with the Nasdaq Composite rising a mere 0.07%, the Dow gaining…
Meta, Microsoft, Tesla, ServiceNow, IBM, Lam Research, Caterpillar, Mastercard, and Check Point Software (to name a few)
Market Wrap Markets got a taste of concentration risk as one of only three companies (formerly) valued over $3 trillion fell out of bed as Nvidia (NVDA) fell 16.86% and took close to $600 billion of market value with it. The issue at hand was the announcement of DeepSeek,…
January Flash PMI data coming up and how it may impact next week's Fed policy meeting
Plus our market recap from yesterday and a fresh pile of model signals
More retail presentations as the ICR conference continues.
The FOMC roster change takes the focus off today's December Fed meeting minutes