Week of Sep 11, 2023
Futures higher; Slow news day today but important week ahead.
Japan's GDP revised lower; Equity futures lower; NatGas higher on news of strike
Looking at facts not rumors
Apple down again; US Yields slightly firmer; Inflation turning higher in Asia; Eurozone GDP revised down; China's export-import growth still negative
Oil surges on OPEC+ cut extension; Yields surge put pressure on markets; EM currencies weaken with a stronger dollar; US PMI comes in weaker
Breakfast turns to brunch
Oil remains higher; USD and Rates higher; China gives up gains; European Services PMI weaker; S. Korea inflation ticks up higher
So. Many. Charts. Did I mention charts? There's charts, too.
Week of Sep 04, 2023
Sep 05 through Sep 08
Tough August; Macro - Where are the savings?; Earnings Season Performance; Closing Thoughts - Conflicting Stories
