by oaktree | Feb 13, 2024 | Market Acorns
MONDAY, FEB 12, 2024 – 07:07 AM … As DB’s Jim Reid sets the scene in his weekly preview, “welcome to Valentines’ week” and a reminder that you have two days to prepare the right gift. Turning to markets, the big question is whether...
by oaktree | Feb 5, 2024 | Market Acorns
MONDAY, FEB 05, 2024 – 08:00 AM … After last week’s epic central bank/payrolls/QRA/earnings juggernaut, there’s not a lot of US data this week, as is usually the case immediately post payrolls, but as DB’s Jim Reid notes, the...
by oaktree | Jan 29, 2024 | Market Acorns
MONDAY, JAN 29, 2024 – 08:30 AM … As previewed last night, we are now entering the craziest week of the quarter for two reasons: i) over $10 trillion in market cap is reporting earnings and that represents just 5 tech companies (a total of 32% of the...
by oaktree | Jan 22, 2024 | Market Acorns
MONDAY, JAN 22, 2024 – 06:40 AM With the Fed now on their blackout period ahead of next week’s FOMC and with the ECB quiet before their meeting on Thursday, DB’s Jim Reid writes that we’ll have a few days break from what has been relatively...
by oaktree | Jan 8, 2024 | Market Acorns
MONDAY, JAN 08, 2024 – 07:10 AM… The week after payrolls is usually quieter for data but this week’s orientation of the calendar means we have the US CPI print this Thursday as an exception to this rule. And while it’s hard to look...
by oaktree | Jan 2, 2024 | Market Acorns
TUESDAY, JAN 02, 2024 – 06:45 AM The holidays are over and the grind is back. And with that, we look to the first economic data releases of the new year, which this week are the ISM manufacturing report on Tuesday and the employment situation report on...