Five Minute Macro 1-29-2024

This week’s focus will be on the Fed and BoE as economic data remains resilient as inflation cools. Corporate earnings remain a mixed bag with the biggest tech companies up this week. China amplified their stimulus efforts and oil continues to push higher amid geopolitical turbulence.

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.