Santa Rally On Its Way Is the Santa rally on its way or is this just an overreaction to some bad news that investors think is good news? For a long time now, the narrative of “bad data = good […]
Earnings Season
Earnings Season Jonathan and Rory talk about recent developments in the markets including, strong selling in dollar which was later seen with strong buying which managed to see the DXY Index climb above 101. Rory mentions this thoughts around recent […]
Macroeconomic Outlook
Macroeconomic Outlook In this weeks episode Mike and Rory talk about the S&P500 and the recent events causing this slight pullback and where they think markets are headed. Most recently, the S&P500 made highs of 4445 with a pull back […]
Monetary Policy
Monetary Policy Mike and Rory discuss the events of last week which included the US CPI number for May, FOMC’s decision to not hike interest rates higher as well as the ECB’s 25bps increase to monetary policy along with their […]