Past Morning Notes

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

Stocks Surge on Earnings Optimism—Inflation Data Up Next – August 11, 2025

Deluge Ahead – July 28, 2025

No Altering Forces on Momentum When News Flow is Skewed Positively- July 25, 2025

Earnings Build, Momentum Fades in the Quiet Week Before the Storm – July 21, 2025

A Shot In The Arm For the Bull-Camp – July 18, 2025

Tariff Deadlines, Data Drops, and the Madness of Crowds – July 14, 2025