Supply Chains, Earnings summary, Market Recap
Welcome to another issue of the Weekend Edition. Thank you to all who’ve read and subscribed to the newsletter this week! Here’s what we cover this…
Market Recap, Sector - The Airlines $JETS, Earnings Quotes - $JPM, $BLK, $UNH, $DAL; Economic & Earnings Calendar
2015 rate hiking cycle; 2018-2019 QT or something like that
Market Recap, Sector Focus - Hospitality Earnings
Market Recap, Fed Meeting, Restaurant Shakeups - Management Changes
Markets remain under pressure, Three shades of Debt, Earnings
Fed Minutes, Earnings Preview - Banks, Earnings Coverage - CAG, STZ
Market Recap, Is it time to enter stocks that have had massive drawdowns?, Earnings, What I'm watching
Inverted Yield Curve, SPR Release, Sector in Focus: Consumer Discretionary, Earnings: Nike, RH
Does a Market Bottom Matter?; The Hiking Cycle; Earnings - Banks, Transportation, Airlines, Consumer Staples and Mining
Quick market recap; Macro Thoughts - This time it may just be different!; Retailer Earnings