February 13, 2025
Macro
Macro
CPI and PPI came in hotter than expected but investors couldn't be bothered
CPI and PPI came in hotter than expected but investors couldn't be bothered
Earnings season, jobs data, consumer sentiment, and tariff talk
Trying to make sense of this week's jobs and consumer sentiment reports
Amazon, Alphabet, Disney, and many other giants on deck
Most indices finished the week with small changes after some significant volatility
Diverging rate trajectories, earnings season in full swing, fresh inflation data, and a Trump tariff bomb