Even as growth begins to slow, inflation is far from defeated.
We're left with some pretty dreary action in individual stocks.
The real news Monday morning is that JPMorgan is taking over First Republic Bank.
It is eerie how this economic and political environment seems more and more like a previous era.
The best thing this firm could do to improve its situation would be to aggressively accelerate its cost cutting program.
Though the market reacted well to results from the two tech giants, the first-quarter economic growth estimate isn't encouraging for what may lie ahead.
The market forgot some of its economic concerns following reports from Microsoft and Meta Platforms, but the issue is back in focus on Friday morning.
The banking system is going to have to pull back on lending, especially on the regional level.
AI is going to benefit many companies in various ways, but it is not going to stop the economic cycle.
There's a lot to think about between T-bills, the debt ceiling, 0DTE VIX, geopolitical risks, the demise of the dollar and earnings, but are any worthy of a 'rant'?