Archive - Vantage Point

Macro Recap - 2024-08-28

It's been a while since my last update.

Aug 28, 2024 •

July 2024

Macro Recap - 2024-07-15

CPI The inflation number on Thursday much better than expected.

Jul 15, 2024 •

Macro Recap - 2024-07-06

Jul 6, 2024 •

Macro Recap - 2024-07-02

I think everyone can agree that recent economic data has been slower than expected.

Jul 2, 2024 •

June 2024

Week of June 10rd, 2024 Recap

Jun 17, 2024 •

Week of June 3rd, 2024 Recap

Jun 10, 2024 •

Week of May 27th, 2024 Recap

Apologies for skippinf 2 weeks.

Jun 2, 2024 •

May 2024

Week of May 6, 2024 Recap

Fed… Kashkari on Tues wrote that Fed policy might not be tight enough to constrain housing and therefore inflation.

May 12, 2024 •

Week of April 29, 2024 Recap

Fed… Prior December the Fed stance has been cuts/disinflation with comments saying that the current level of policy most likely the high for this cycle.

May 5, 2024 •

April 2024

Week of April 22, 2024 Recap

Apr 28, 2024 •

Week of April 15, 2024 Recap

Apr 21, 2024 •

Weekly Recap - 8th of April, 2024

Apr 14, 2024 •

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