The Weekend Edition # 132 - Antlers on the Horizon

Market Recap: Mixed Messages; Macro: Stagflation; Earnings have a tougher job; Closing Thoughts: Things are not attractive!

Thematic Investing: The Rise of Senior Living

and our preferred stock pick to play this theme

Breakfast Bites - It's Jobs Friday

US Jobs Report at 8:30am ET; Apple wows the Market with Earnings; USD/JPY slips again on intervention

Fed Update: A Dovish Mistake?

May 1, 2024 Fed Meeting brings a QT taper decision, no hikes, but uncertain timing on cuts

Breakfast Bites - It's Fed Day!

Full Treasury Announcement; Euro Area GDP increases & inflation is stable; Saudi GDP falls so we may see oil quotas increase

India Outlook 1H 2024

Elections; Robust Growth - Digitzation and Infrastructure Spending; RBI Policy; Select Sector & Stock Picks

Breakfast Bites - Japanese Yen strengthens after hitting historic weak point

Treasury Refunding Announcement at 3pm ET; German inflation today; Hang Seng enters technical bull market; ECB concerned about inflation

Breakfast Bites - US PCE Inflation on the cards

Microsoft & Google improve market sentiment; BOJ increases inflation forecast; US GDP comes in lower; Korean GDP comes in higher

BoJ Meeting and Outlook Preview

Inflation and the Japanese Yen in Focus

Breakfast Bites - PMIs in Focus

Weaker US PMIs; EA shows strength - how many cuts?; Australian Inflation may worry the Central Bank.

MacroVisor Dashboard - Week of April 22nd, 2024

Our updated views and a re-cap of our Q2 2024 Global Outlook

Breakfast Bites: Quiet start to a Busy Week