by oaktree | May 2, 2022 | Market Acorns
After last week’s earnings deluge, which saw a whopping 45% of the S&P report… … we now look to the data-packed week ahead. The highlight of course is Wednesday’s FOMC meeting, which as DB’s economist team writes, they believe the Fed will...
by oaktree | May 1, 2022 | Market Acorns
MAY 01, 2022 – 09:15 AM … Just how bad was it? The Nasdaq’s 13% plunge in April was its biggest monthly drop since Lehman’s collapse in 2008. Investors Have Given Up on a V-Shaped Recovery, BNY’s Young Cautions That is the 12th worst...
by oaktree | Apr 25, 2022 | Market Acorns
Monday April 25, 2022… It’s a busy week with over a hundred companies reporting, and a barrage of economic data on deck. According to DB’s Jim Reid, the week is also important for European inflation with German CPI on Thursday and the French and...
by oaktree | Apr 11, 2022 | Market Acorns
April 11, 2022 – 06:52 AM… After a rather quiet start to the month of April, DB’s Henry Rallen notes that it is an eventful calendar for markets this week ahead of Easter, with Thursday’s ECB meeting set to be one of the main highlights. At their...
by oaktree | Apr 4, 2022 | Market Acorns
MONDAY, APR 04, 2022 … BY TYLER DURDEN … It is a lighter week for global data releases, with the March FOMC Minutes, US ISM services, China PMIs, Eurozone PPI, and Japan consumer confidence figures among the highlights. Earnings are light as well ahead of...
by oaktree | Apr 4, 2022 | Market Acorns
BY TYLER DURDENMONDAY…APR 04, 2022 – 05:49 AM … Authored by Niall Ferguson, op-ed via Bloomberg.com, … Most conflicts end quickly, but this one looks increasingly like it won’t. The repercussions could range from global stagflation to...