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Ayesha Tariq
1
The Weekend Edition # 88
Debt Ceiling talks move the market; Macro - Office Property; Retail Earnings; Fed Data
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Ayesha Tariq
The Debt Ceiling and Asset Positioning
What to expect during and after the Debt Ceiling resolution
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Ayesha Tariq
The Weekend Edition # 87
Big Tech continues to lead; Inflation - CPI & PPI; Earnings Recap; Closing Thoughts - Retail Earnings
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Ayesha Tariq
Kenvue
The largest pure-play consumer health company
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Ayesha Tariq
2
The Weekend Edition # 86
Market Recap and Labor Report; Review - Berkshire Hathaway Annual Meeting; Earnings - A few themes to consider; Closing Thoughts - Have fun!
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Ayesha Tariq
4
Pause?
A review of the FOMC Press Conference on 03 May 2023
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Ayesha Tariq

April 2023

The Weekend Edition # 85
Busy week of GDP, earnings and overseas central bank intervention; Review: First Republic Bank; Earnings Recap; Fed Rate Decision, Apple Earnings and…
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Ayesha Tariq
3
The Demise of Bed Bath and Beyond
Who wins? Who loses?
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Ayesha Tariq
An Old Beginning
The Bank of Japan has a new professor
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Ayesha Tariq
The Weekend Edition # 84
Chopfest; China’s Q1 2023 GDP; Highlights from Earnings; Tech Demand
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Ayesha Tariq
6
The Weekend Edition # 83
Mixed Market; Tough to Trade; Earnings - Financial and United Health
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Ayesha Tariq
6
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