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On today’s show, we discuss:
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Recommendations:
Charts:
Tweets/Bluesky:
Initial market moves:
S&P 500 up
Small caps up
Dollar upForeign/EM stocks down
Gold down
Bonds down (rates up)I’m sure something here is an overreaction just not sure what quite yet pic.twitter.com/oFdlaHZJBt
— Ben Carlson (@awealthofcs) November 6, 2024
$XRT Retail has put together its best 2-day rally of the year after the horrific UMich and the disappointing Feb Retail Sales report pic.twitter.com/KCfuO97mPO
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) March 18, 2025
The big news in the UMich data was not inflation expectations. Look at what people are saying about the jobs market! Expected change in unemployment worst since the 2008 recession. No one is asking for a raise in this environment. pic.twitter.com/jruNl4pbMN
— RenMac: Renaissance Macro Research (@RenMacLLC) March 14, 2025
IPOs not roaring since 2021 pic.twitter.com/jHipDWosSQ
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) March 15, 2025
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