Your Post-it note of macro worries? Every box is getting checked—this week.
KEY TAKEAWAYS
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Inflation, jobs, AI, tariffs, and the Fed–all seven market questions are being answered this week
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Fed held rates steady with 2 rare dissents favoring cuts
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GDP came in strong on paper but masked weakness in consumption and investment
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Microsoft and Meta reported blowout earnings, boosting sentiment
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Apple and Amazon earnings expected to be complex–especially with tariff exposure
MY HOT TAKES
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GDP strength is skin-deep and driven by timing quirks from tariffs
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The Fed is increasingly irrelevant and stuck in wait-and-see mode
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AI leaders are widening the gap–MSFT, META, and NVDA are the new defensive plays
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Tariffs are becoming more unpredictable and could hurt Apple’s margins
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We're flying at altitude now, but the landing could be rough
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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.’”