Five Minute Macro 10-30-2023

This week’s Fed Meeting is front and center for global markets, while this will be a key week of corporate earnings. Oil prices continue to fluctuate around the Middle East and US economic data remains resilient and the US finally elects a Speaker.

Five Minute Macro 10-16-2023

Oil prices are the top concern as the Israel-Gaza war escalates. This week will be heavy with Fed speeches, which turned more dovish last week. Economic data is expected to remain resilient as corporate earnings season heats up. Finally, concerns over China’s economic stability persist.

Five Minute Macro 6-26-2023

Recession concerns continue to wax and wane as US inflation remains sticky and the Fed continues to provide hawkish guidance following the June pause. China’s glum growth draws stimulus and the Turkish lira slides further as central bank disappoints.