What Could Go Wrong for This Market?
What’s in Today’s Report: What Could Go Wrong for This Market? Weekly Market Preview: Does the ceasefire finally happen?
Jobs Day
What’s in Today’s Report: Jobs Day, Can a Run Hot Economy Turn into Stagflation? Futures are modestly higher this morning.
Jobs Report Preview: Goldilocks, Stagflation or Run Hot?
What’s in Today’s Report: Jobs Report Preview: Goldilocks, Stagflation or Run Hot? Futures are little changed and more...
What Is a “Run-Hot” Economy (And What Does...
What’s in Today’s Report: What Is a “Run-Hot” Economy and What Does It Mean for Markets? ISM Services PMI Takeaways and more...
Why the Negative U.S.-Iran Headlines Didn’t Hit Markets...
What’s in Today’s Report: Why the Negative U.S.-Iran Headlines Didn’t Hit Markets More on Monday and How Is the Consumer So Resilient?
The Two Main Reasons Stocks Hit New Highs
What’s in Today’s Report: The Two Main Reasons Stocks Hit New Highs and Can Resilient Economic Data Keep Supporting Stocks?
How “Hot” Economic Data Is Fueling Policy Uncertainty
What’s in Today’s Report: How "Hot" Economic Data Is Fueling Policy Uncertainty and Futures are flat as markets digest Thursday’s big rally.
What the Fed Dissents Mean for Markets (Identifying...
What’s in Today’s Report: What the Fed Dissents Mean for Markets (Identifying the Biggest Macro Risk) and more...
Understanding Why OpenAI Concerns Hit the Market
What’s in Today’s Report: Understanding Why OpenAI Concerns Hit the Market and More Non-Confirmation from Treasuries and Oil.
FOMC Preview
What’s in Today’s Report: FOMC Preview amd Futures are in the red after a WSJ article revealed OpenAI missed both revenue and user targets.