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Hawkish Fed expectations continue to roil markets as geopolitical risks push up oil prices. Corporate earnings season has been a mixed bag as inflations continues to hurt bottom lines. Crypto markets are in significant correction territory. https://marketspolicy.com/five-minute-macro-1-24-2022/

A hawkish is still causing problems for risk markets as inflation remains elevated. Corporate earnings season is mixed so far, while geopolitics are providing a tailwind to oil markets. Finally, China ramps up its efforts to support the economy. https://marketspolicy.com/five-minute-macro-1-18-2022/

An increasingly hawkish Fed continues to roil markets as they confront elevated inflation. Turbulent geopolitics supports energy prices, while China attempts to limit a credit spillover. Finally, corporate earnings season kicks off.
https://marketspolicy.com/five-minute-macro-1-10-2022/

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Morning Markets Brief 11-3-2021

Summary and Price Action Rundown Global risk assets are steady as investors await today’s pivotal Federal Reserve decision and look ahead to key US labor market data. S&P 500 futures indicate a slightly lower open after the index added 0.4% yesterday, registering another all-time high and upping year-to-date returns to … Continue reading “Morning Markets Brief 11-3-2021”

Five Minute Macro 1-24-2022

In this week’s Five Minute Macro, hawkish Fed expectations continue to roil markets as geopolitical risks push up oil prices. Corporate earnings season has been a mixed bag as inflations continues to hurt bottom lines. Finally, the crypto markets are in significant correction territory as they follow other risk markets … Continue reading “Five Minute Macro 1-24-2022”

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Afternoon Markets Brief 11-2-2021

Summary and Price Action Rundown US equities extended their streak of new record highs as upbeat corporate earnings provide further support alongside more positive atmospherics around President Biden’s infrastructure bills. The S&P 500 added 0.4%, registering another all-time high and upping year-to-date returns to 23.3%, while the Nasdaq kept pace … Continue reading “Afternoon Markets Brief 11-2-2021”

Looking Ahead -At the Crossroads 10-28-2021

Looking Ahead – At the Crossroads   This week’s early publication of Looking Ahead peers into a foggy crystal ball with the stakes on Capitol Hill at the highest of the Biden presidency, while the Federal Reserve is set to hold its most consequential policy meeting since the early of … Continue reading “Looking Ahead -At the Crossroads 10-28-2021”

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