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No Kitchen Sink (Yet)
Earnings Have Avoided a Trainwreck...So Far...
Genevieve Roch-Decter, CFA
13 hr ago
11
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No Kitchen Sink (Yet)
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Goldilocks-ish GDP
QUICK HITS FROM GRIT
Genevieve Roch-Decter, CFA
Jan 27
17
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Goldilocks-ish GDP
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Lots of earnings
THURSDAY MARKET UPDATE
Genevieve Roch-Decter, CFA
Jan 26
17
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Lots of earnings
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Companies are cautious on guidance
WEDNESDAY MARKET UPDATE
Genevieve Roch-Decter, CFA
Jan 25
16
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Companies are cautious on guidance
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Fed in quiet period, Focus is Earnings
TUESDAY MARKET UPDATE
Genevieve Roch-Decter, CFA
Jan 24
27
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Fed in quiet period, Focus is Earnings
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ECB Hawkish Outlier
MONDAY MARKET UPDATE
Genevieve Roch-Decter, CFA
Jan 23
17
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ECB Hawkish Outlier
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Into the Confessional
Earnings szn is Upon Us - It's Time to Sink or Swim
Genevieve Roch-Decter, CFA
Jan 23
25
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Into the Confessional
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Portfolio Position Update #31
PORTFOLIO UPDATE
Genevieve Roch-Decter, CFA
Jan 20
24
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Portfolio Position Update #31
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Global fund managers: less bearish
QUICK HITS FROM GRIT
Genevieve Roch-Decter, CFA
Jan 20
26
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Global fund managers: less bearish
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"Bad is good".... works for the Fed, not earnings
THURSDAY MARKET UPDATE
Genevieve Roch-Decter, CFA
Jan 19
21
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"Bad is good".... works for the Fed, not earnings
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Bank of Japan leaves policy unchanged
WEDNESDAY MARKET UPDATE
Genevieve Roch-Decter, CFA
Jan 18
24
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Bank of Japan leaves policy unchanged
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China weak but stocks rallying
TUESDAY MARKET UPDATE
Genevieve Roch-Decter, CFA
Jan 17
23
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China weak but stocks rallying
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