Monday Macro with Dave – A cooler labor market with steady underpinnings
Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. A cooler labor market with steady underpinnings Dave Harrison…
Monday Macro with Dave – Tax refunds rise 11%, providing important tailwind to consumers
Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Tax refunds rise 11%, providing important tailwind to…
Monday Macro with Dave – Consumer resilience meets rising energy costs
Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Consumer resilience meets rising energy costs Dave Harrison…
Monday Macro with Dave – Inflation picks up as labor market trends begin to diverge
Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Inflation picks up as labor market trends begin to diverge…
Monday Macro with Dave – Parsing signals from noise in job reports and the labor market
Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Parsing signals from noise in job reports and the labor……
Monday Macro with Dave – Markets reprice on rapid policy shifts
Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Markets reprice on rapid policy shifts Dave Harrison Smith,…
Monday Macro with Dave – Escalation Abroad & Stress in Credit
Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Escalation Abroad and Emerging Stress in Credit Dave Harrison…
Monday Macro with Dave – Growth Miss and Renewed Tariff Risk
Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Growth Miss and Renewed Tariff Risk Dave Harrison Smith, CFA…
CNBC: “Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt sales”
Dave Harrison Smith, CFA, as source in a recent article published by CNBC.
Reuters: “US software stocks slammed on mounting fears over AI disruption, lose $1 trillion in week”
Dave Harrison Smith, CFA, as source in a recent article published by Reuters.