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Breakfast Bites Breakfast Bites
2 Recessions and a Sale

2 Recessions and a Sale

Japan and UK in recession; Buffett sells Apple; Putin prefers Biden

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - De-risking could lead the market higher

Breakfast Bites - De-risking could lead the market higher

Hotter US CPI, Rate cuts in July, UK Inflation eases; Lyft makes a blunder; Japanese Yen under pressure

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - US CPI may drop below 3%

Breakfast Bites - US CPI may drop below 3%

UK Wages come in lower but miss expectations; Tesla increases prices in Europe; Better confidence data in EA, Germany and Australia

Ayesha Tariq
Ayesha Tariq
Charts of the Week

Charts of the Week

Nvidia, Europe's Mag 7, Record Long Positioning and the Penny Stock Casino

Markets & Mayhem
Markets & Mayhem
Breakfast Bites Breakfast Bites
Breakfast Bites - Everyone's in the same trade

Breakfast Bites - Everyone's in the same trade

Small caps gain momentum; Oil could stay higher; ECB speaker hint at easing

Ayesha Tariq
Ayesha Tariq
DashboardDashboard
MacroVisor Dashboard Update

MacroVisor Dashboard Update

Week of February 12th, 2024

Ayesha Tariq
Markets & Mayhem
Ayesha Tariq, +1
The Weekend Edition # 121 - Oil Market Update & Earnings Multiples

The Weekend Edition # 121 - Oil Market Update & Earnings Multiples

US CRE fears remain limited; Fundamentals causing oil to rise; Earnings Growth vs. Multiples; Taking some profits

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - S&P 500 finally breaks 5000

Breakfast Bites - S&P 500 finally breaks 5000

CPI revisions today; Tucker Carlson's interview; BoJ to continue accommodative policy

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - China's Deflation Continues

Breakfast Bites - China's Deflation Continues

S&P 500 closing in on 5000; US Consumer Credit Lower; CBO projects highest interest cost since 1940

Ayesha Tariq
Ayesha Tariq
Breakfast Bites - Small caps in focus
Premium

Breakfast Bites - Small caps in focus

China fires Securities Regulator; NZD stronger on data; Fed speakers are hawkish; ECB also hawkish

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - Fed Speakers again
Premium

Breakfast Bites - Fed Speakers again

Chinese stock rebound on govt intervention; RBA holds; European yields higher; SLOOS report shows demand building

IdeasIdeas
Investing Idea - A cloud growth and potential AI beneficiary

Investing Idea - A cloud growth and potential AI beneficiary

A US company founded in 1992, growing rapidly in new international markets as well

Ayesha Tariq
Ayesha Tariq
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