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...
by oaktree | Dec 18, 2023 | Market Acorns
BY TYLER DURDEN … MONDAY, DEC 18, 2023 – 07:30 AM … With all major macro events for 2023 now in the rearview mirror as trading desks empty out and just junior traders staff Wall Street’s skeleton crews, the week ahead will be a much quieter one...
by oaktree | Dec 11, 2023 | Market Acorns
BY TYLER DURDEN … MONDAY, DEC 11, 2023 – 07:29 AM … Usually the week after US payrolls is pretty quiet on the news and events front, but not this one, because as DB’s Jim Reid writes it’s hard to see how the week could be much busier...