Thanks Callum Thomas and Topdown Charts for including a chart from this week’s Weekly Edge!
Here is the link to Jay Peters piece on earnings!

newedgewealth.com/running-agains…

Ditto to Dutta

Neil is a tough act to follow! Great to chat with tom keene and Paul Sweeney this morning!

Coming up at 845! Bloomberg Surveillance Radio with tom keene and Paul Sweeney
LIVE on YouTube bloom.bg/SurveillanceRa…

Happy weekend listening! Such a fun conversation with Dan Nathan and Danny Moses for the On The Tape Podcast ! Mostly because I got to steal Guy Adami ‘s seat for the recording 😎

Oh how the tables have turned....
Look at the relative of Tech vs. the market and Financials vs. the market.
Important for the S&P , as Tech is a 30% weight vs. Financials at 13%.

Happy happy Monday with BSurveillance !

The highest honor, a 10/10 from Room Rater 🥹🚀

I thoroughly enjoy getting to chat with Seana Smith and Mady Mills on Yahoo Finance . Diving into the details about the consumer, growth, and much more!

Happening now!
Use the link below to join!

Afternoons with CNBC's Closing Bell are the best afternoons!
If data continues its recent trends (relatively resilient growth, sticky inflation), we think the Fed could be hard pressed to deliver its desired cuts.

But, I agree with Brent aka Blacklion , high long rates could be sniffing

Some areas of inflation show just a stalling in the disinflation process (not great), while others show a more uncomfortable reacceleration, as seen in Supercore (core services less housing).

Happy to be back in the pre-CPI tradition with Rahul Benjamin M. Lavine and company!