Archive

Breakfast Bites Breakfast Bites
Breakfast Bites - China takes positive steps

Breakfast Bites - China takes positive steps

PBoC cuts RRR; Flash PMIs in Europe show decline; Earnings season improving

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - Bank of Japan Holds Steady; Hints at April

Breakfast Bites - Bank of Japan Holds Steady; Hints at April

China may support stock market; European earnings lackluster; US Earnings weigh on the Dow

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - China & Hong Kong fall again

Breakfast Bites - China & Hong Kong fall again

Fed enters blackout period; BoJ meeting coming up; US Treasury flows increase in Nov; Stock Picks

Ayesha Tariq
Ayesha Tariq
Charts of the WeekCharts of the Week
Charts of the Week

Charts of the Week

Extreme Positioning, A Big Bet on VIX, Empire State Implosion, Freightflation and China's Kerfuffle

Markets & Mayhem
Markets & Mayhem
DashboardDashboard
MacroVisor Dashboard Update

MacroVisor Dashboard Update

Week of January 21th, 2024

Ayesha Tariq
Markets & Mayhem
Ayesha Tariq, +1
ThemesThemes
The Weekend Edition # 119 - All Time High

The Weekend Edition # 119 - All Time High

SPX hits all time high; Macro: Inflation & the Economy; Earnings: Margin Compression; Closing Thoughts: Desensitized

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - Options Expiry

Breakfast Bites - Options Expiry

US Govt Shutdown averted; Japan inflation lower; China stops short sales and local government projects; UK retail sales fall

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - Market sell-off takes a breather

Breakfast Bites - Market sell-off takes a breather

Middle East tensions escalate; IEA oil report; TSMC earnings; Stocks to watch

Ayesha Tariq
Ayesha Tariq
PodcastPodcast
A Look at the Fed, the Treasury and the Banks

A Look at the Fed, the Treasury and the Banks

Ayesha and Mayhem discuss the murmurs of Fed tapering QT, the US government's budget, Treasury issuance and bank earnings

Markets & Mayhem
Ayesha Tariq
Markets & Mayhem, +1
Breakfast Bites Breakfast Bites
Breakfast Bites - Rate cuts and lower growth

Breakfast Bites - Rate cuts and lower growth

China's GDP beats; Fed and ECB speakers talk rate cuts; Path for QT; UK inflation higher; US Govt. Shutdown update

Ayesha Tariq
Ayesha Tariq
IdeasIdeas
Investment Idea: A Global Leader in Aviation

Investment Idea: A Global Leader in Aviation

Solid revenue growth; expanding margins

Ayesha Tariq
Ayesha Tariq
Breakfast Bites Breakfast Bites
Breakfast Bites - Dollar hits one-month high

Breakfast Bites - Dollar hits one-month high

Markets mostly lower; Earnings and Davos comments weigh on Europe; Trump to win; Freeze warning in the US

Ayesha Tariq
Ayesha Tariq
FirstBack
2627282930313233
Next Last