Your Post-it note of macro worries? Every box is getting checked—this week.
KEY TAKEAWAYS
Inflation, jobs, AI, tariffs, and the Fed–all seven market questions are being answered this week
Fed held rates steady with 2 rare dissents favoring cuts
GDP came in strong on paper but masked weakness in consumption and investment
Microsoft and Meta reported blowout earnings, boosting sentiment
Apple and Amazon earnings expected to be complex–especially with tariff exposure
MY HOT TAKES
GDP strength is skin-deep and driven by timing quirks from tariffs
The Fed is increasingly irrelevant and stuck in wait-and-see mode
AI leaders are widening the gap–MSFT, META, and NVDA are the new defensive plays
Tariffs are becoming more unpredictable and could hurt Apple’s margins
We're flying at altitude now, but the landing could be rough
You can quote me: “The Fed may be finding itself having less and less relevance in the markets by simply finding new ways to repeat its same message: ‘we don’t know what to do.’”
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