Hard to imagine a more eventful upcoming macroeconomic week in the U.S. with both a national presidential election and live Federal Open Market Committee meeting. Last week’s Employment Situation summary
Weekly Review & Outlook: October 28, 2024
Following the 2nd full week of quarterly earnings results, the percentage of beats crept higher to 72% while the median size of Earnings per Share surprise lessened to 5.7%. Sequential
Weekly Review & Outlook: October 21, 2024
Hurricane Milton disrupted activity across Florida including last week’s note. High winds and rain were destructive to many areas including Vero Beach. Work is still underway to repair damaged utilities
Weekly Review & Outlook: December 18, 2023
The Fed delivered the dovish message for markets to extend rallies in equities and Treasuries. With limited macro news between now and year end, my expectation is for markets to
Weekly Review & Outlook: October 2, 2023
The 3rd quarter closed right on schedule despite the seeming surprise of its arrival among some newsmakers. Important updates in the week included the latest Personal Consumption Expenditures (PCE) data.
Weekly Review & Outlook: September 11, 2023
Equity and bond markets both slumped last week as macro data on a whole was slightly better than expected. The “bad news is good news†script from the prior week