Hot CPI, cooler context – Morning Macro with Dave
Morning Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Hot CPI, cooler context Dave Harrison Smith, CFA Chief…
A cooler labor market with steady underpinnings – Morning Macro with Dave
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…
Tax refunds rise 11%, providing important tailwind to consumers – Morning Macro with Dave
Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Tax refunds rise 11%, providing important tailwind to…
Consumer resilience meets rising energy costs – Morning Macro with Dave
Monday Macro with Dave Weekly perspective on current developments, emerging risks, and potential implications for investors. Consumer resilience meets rising energy costs Dave Harrison…
Inflation picks up as labor market trends begin to diverge – Morning Macro with Dave
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…
Parsing signals from noise in job reports and the labor market – Morning Macro with Dave
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……
Markets reprice on rapid policy shifts – Morning Macro with Dave
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,…
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.
Morningstar: “What to Know About the Software Stock Selloff”
Dave Harrison Smith, CFA, as source in a recent article published by Morningstar.