Past Morning Notes

Markets Rise Despite Shutdown; Global Politics Take Center Stage – October 6, 2025

The Can Isn’t Kicked—But Markets Don’t Care (Yet) – October 3, 2025

No Government? No Problem — Markets Push Ahead – September 29, 2025

Don’t Fight the Tape, Don’t Fight the Fed As Risks Build – September 22, 2025

Three Cuts in Sight – Markets Aligned and Calm – Shutdown Looms – September 19, 2025

Fed Easing vs. Government Shutdown: A Market Balancing Act – September 15, 2025

Equity Market Walks a Goldilocks Tightrope – September 12, 2025

Weak Jobs, Strong Cuts? Market Caught Between Labor and Fed – September 8, 2025

PCE Data Rattles Investors Ahead of Jobs Week – September 2, 2025

Markets Eye Nvidia & PCE After Powell’s Speech – August 25, 2025

Markets Drift Higher, Spotlight on Jackson Hole – August 18, 2025

50 bps in Sept Drives Melt-Up Higher – August 13, 2025