NEXT 72 HOURS COULD DECIDE WHERE MARKETS GO FOR THE REST OF THE QUARTER.
Here's what's happening:
1. Tuesday, Consumer Confidence
A weak print signals households are pulling back on spending, a bad sign for the whole economy.
2. Wednesday, FOMC Rate Decision
Markets are pricing roughly a 25% chance of a hike. Any surprise here moves every asset class at once.
3. Wednesday, Microsoft & Meta Earnings
Meta is expected to post EPS near $7.18-7.24 on $60.2B revenue. A miss, or a bigger AI capex number, could hit the entire "Magnificent Seven" the way Alphabet's capex hike already has.
4. Thursday, PCE Inflation
The Fed's preferred gauge. A hot print here raises the odds of a hike even further.
$COTI $ON $BULLA
Here's what's happening:
1. Tuesday, Consumer Confidence
A weak print signals households are pulling back on spending, a bad sign for the whole economy.
2. Wednesday, FOMC Rate Decision
Markets are pricing roughly a 25% chance of a hike. Any surprise here moves every asset class at once.
3. Wednesday, Microsoft & Meta Earnings
Meta is expected to post EPS near $7.18-7.24 on $60.2B revenue. A miss, or a bigger AI capex number, could hit the entire "Magnificent Seven" the way Alphabet's capex hike already has.
4. Thursday, PCE Inflation
The Fed's preferred gauge. A hot print here raises the odds of a hike even further.
$COTI $ON $BULLA