The forecast is cloudy with a chance of Powell. Meta and Microsoft earnings could bring the thunder.
KEY TAKEAWAYS
JOLTS report and Consumer Confidence showed mixed signals
Today includes GDP, FOMC, ADP Jobs, and major earnings (Meta, Microsoft)
GDP expected to rebound from Q1 contraction, but Private Investment may be weak
Fed not expected to cut rates today, but Powell’s commentary and vote count matter
Meta and Microsoft earnings will shape AI sentiment and broader market direction
MY HOT TAKES
We’re at an inflection point—and markets don’t yet know which way the wind blows
Private Investment matters more than people realize—it’s where recessions begin
Consumers have kept the economy alive, but that pace is slowing
Powell may not cut today, but political pressure is mounting fast
Meta and Microsoft earnings are really a referendum on AI
You can quote me: “Though today's FOMC release is likely to be an uneventful affair, one never knows, so be prepared to deal with wrench or bone, should one be thrown.”
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