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Weekly Briefing: 6/19/22
All good things must come to an end...
Jun 19, 2022
•
JR Martin
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Weekly Briefing: 6/12/22
CPI inflecting higher could lead to inflation fatigue...
Jun 12, 2022
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JR Martin
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Weekly Briefing: 6/5/22
Macro factors — inflation, the Fed, and economic indicators — will dominate markets through mid-July...
Jun 5, 2022
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JR Martin
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Update: May '22 Observations
Weakness in housing and employment could help alleviate inflation, bringing us closer to an eventual Fed policy pivot...
Jun 1, 2022
•
JR Martin
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Update: May '22 Observations
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May 2022
Weekly Briefing: 5/22/22
Emerging weakness might nudge the Fed towards a less aggressive approach...
May 23, 2022
•
JR Martin
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Weekly Briefing: 5/15/22
A furious Friday rally, but equities lower for the week and still down-trending...
May 15, 2022
•
JR Martin
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Weekly Briefing: 5/8/22
More of the same until inflation peaks and the Fed pivots...
May 8, 2022
•
JR Martin
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Weekly Briefing: 5/1/22
Strange and surprising adventures in the global capital markets...
May 1, 2022
•
JR Martin
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April 2022
Update: Apr '22 Observations
Tossing aside seasonal patterns, equity markets deteriorated in April...
Apr 30, 2022
•
JR Martin
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Update: Apr '22 Observations
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Weekly Briefing: 4/24/22
It was a macro (Powell) and micro (NFLX) kind of week...
Apr 24, 2022
•
JR Martin
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Weekly Briefing: 4/17/22
Like a broken record...
Apr 17, 2022
•
JR Martin
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Weekly Briefing: 4/10/22
FOMC Minutes: Ironically, no major surprises...
Apr 10, 2022
•
JR Martin
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