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Moving to MacroVisor
Thank you for your support!
May 24
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Ayesha Tariq
3
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Moving to MacroVisor
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The Weekend Edition # 88
Debt Ceiling talks move the market; Macro - Office Property; Retail Earnings; Fed Data
May 21
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Ayesha Tariq
14
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The Weekend Edition # 88
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The Debt Ceiling and Asset Positioning
What to expect during and after the Debt Ceiling resolution
May 16
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Ayesha Tariq
8
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The Debt Ceiling and Asset Positioning
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The Weekend Edition # 87
Big Tech continues to lead; Inflation - CPI & PPI; Earnings Recap; Closing Thoughts - Retail Earnings
May 14
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Ayesha Tariq
18
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The Weekend Edition # 87
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Kenvue
The largest pure-play consumer health company
May 9
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Ayesha Tariq
11
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Kenvue
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The Weekend Edition # 86
Market Recap and Labor Report; Review - Berkshire Hathaway Annual Meeting; Earnings - A few themes to consider; Closing Thoughts - Have fun!
May 7
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Ayesha Tariq
27
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The Weekend Edition # 86
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Pause?
A review of the FOMC Press Conference on 03 May 2023
May 4
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Ayesha Tariq
10
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Pause?
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April 2023
The Weekend Edition # 85
Busy week of GDP, earnings and overseas central bank intervention; Review: First Republic Bank; Earnings Recap; Fed Rate Decision, Apple Earnings and…
Apr 30
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Ayesha Tariq
15
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The Weekend Edition # 85
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The Demise of Bed Bath and Beyond
Who wins? Who loses?
Apr 28
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Ayesha Tariq
11
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The Demise of Bed Bath and Beyond
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An Old Beginning
The Bank of Japan has a new professor
Apr 25
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Ayesha Tariq
7
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An Old Beginning
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The Weekend Edition # 84
Chopfest; China’s Q1 2023 GDP; Highlights from Earnings; Tech Demand
Apr 23
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Ayesha Tariq
16
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The Weekend Edition # 84
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The Weekend Edition # 83
Mixed Market; Tough to Trade; Earnings - Financial and United Health
Apr 16
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Ayesha Tariq
17
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The Weekend Edition # 83
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