Week of Oct 30, 2023
Market Recap - Are we in Correction?; Macro - Where is the Euro going?; Earnings Season Q3 - Downside favored; The Week Ahead - Economic & Earnings Calendars; Closing Thoughts - Super busy week ahead
A trade idea and the rationale behind it
Amazon beats earnings; US GDP comes in higher than expected; ECB holds rates; Inflation in Japan trends higher
Markets continue to trend lower; USD-JPY crosses 150; Bank of Canada holds rates; Meta beats but shares fall on earnings
Microsoft and Google beat earnings; Australia inflation comes in hotter; EZ lending falls; US PMIs see improvement
Rates, Valuations, Housing and the "Bull" Market
US Long Yields pull back; Japan does JGB purchases; PMIs signal recession in Europe; UK Unemployment rises
Over 40% of the S&P 500's market cap reports this week!
US Futures Sell off on higher rates; Asian stocks hovering near 52-wk lows; Volkswagen puts out profit warnings; Chevron buys Hess for $53B
Market Recap - Weakness Continues; Macro - US GDP; Earnings Season Q3 - Warnings abound; The Week Ahead - Economic & Earnings Calendars; Closing Thoughts - Overheating Economy?
Week of Oct 23, 2023
