Inflation, Taxes, & The Middle East
Markets got spooked by a slightly higher than expected CPI report and trouble in the Middle East, on top of Tax Friday.
Fed Speakers Put A Damper On Rally
Markets were turned upside down over Fed speakers' inconsistent statements last week.
Dovish Fed Leads To More Equity Gains
Equities rallied on dovish Fed minutes last week.
Rotation Takes A Breather As Market Over-reacts To CPI
Markets reacted to a slightly higher inflation number than expected.
Rotation Among Asset Classes and Sectors
There was a shift in the leading sectors and asset classes last week as tech and AI-related names under-performed.
Participation In Rally Broadens Among Sectors
Equities move higher, but different sectors of the market are beginning to out-pace the Mag 7.