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 Focus - Hospitality Earnings
2015 rate hiking cycle; 2018-2019 QT or something like that
Supply Chains, Earnings summary, Market Recap
Market Recap, Sector - The Airlines $JETS, Earnings Quotes - $JPM, $BLK, $UNH, $DAL; Economic & Earnings Calendar
Fed Minutes, Earnings Preview - Banks, Earnings Coverage - CAG, STZ
Inverted Yield Curve, SPR Release, Sector in Focus: Consumer Discretionary, Earnings: Nike, RH
Market Recap, Fed Meeting, Restaurant Shakeups - Management Changes
Market Recap - Indices, Vix, Bonds, Yield Curve, Europe & Oil; Gold; Earnings Snapshot, Agri ETFs, Fertilizer Prices.
Quick market recap; Macro Thoughts - This time it may just be different!; Retailer Earnings
Turbulent times; Macro: Interest Rates; Earnings: Berkshire Hathaway; Changes to the S&P; Thoughts on Next Week
Defensive takes the lead, Gold; The Inventory-to-Sales Ratio; Earnings- General thoughts, $WMT, $DE