Jarosław Jamka18 lut1 minMag7, Mag8, or maybe Mag9?Among the largest companies, not only American big-tech are doing great... The market for anti-obesity drugs is currently experiencing a...
Jarosław Jamka16 lut2 minUS CPI miss still a nothing-burger for stocks, but not anymore for bondsSubjective market review (16-Feb-2024). On the fourth trading day after the publication of US January inflation, the stock market...
Jarosław Jamka15 lut1 minIs a big miss on US CPI a big nothing-burger?Subjective market review (15-Feb-2024). At least in the case of stocks (S&P500 e-mini futures), this is what it looks like two days after...