US markets mixed to higher this week with the biggest macro focus again on inflation following the hotter than expected CPI print. In this episode we discuss what investor sentiment is around the possiblity of future inflation and when any policy shift may take place. On the corporate side, rising input costs, supply chain woes and a smattering of earnings make the broadcast.
Tickers Mentioned: CHWY, CMG, SBUX, BIIB, MSTR, AMC, GME
Despite US equity markets trading down a bit this week, there were no large scale changes to the macro backdrop. In this podcast we discuss the predominant themes driving price action such as earnings strength, the China regulatory crackdown, Robinhood's (HOOD) IPO, the pending infrastructure...
US equity markets all up today though there wasn't any large scale change to the macro narratives. In this episode we discuss the Robinhood (HOOD) IPO, the infrastructure bill, eurozone earnings, domestic earnings, GDP and market stability in China.
Tickers mentioned: AMZN, FB, F, HOOD, NKLA
US markets mixed today with all attention on the FOMC meeting and, obviously, earnings. We also touch on the China regulatory crackdown, infrastructure bill progress and the market's continued reaction to the delta variant/masking guidelines.
Tickers mentioned: BA, TLRY, MSFT, GOOGL, AAPL, AMZN