MARKETING DECK: Dovish Fed is a positive, driving a broadening economy

STILL A BULL MARKET: USA leadership versus Rest of World

  • Investment outlook better now than start of 2025
  • Fed more dovish in 2026
  • US cos survived 6th major “stress test” yet P/E lower
  • AI: still in the early stages
  • Blockchain: Wall Street embracing = re-rates higher
  • Still most hated rally

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Attached below is our latest marketing deck.

Please CLICK HERE to access the presentation in PDF format.

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MARKETING DECK: Dovish Fed is a positive, driving a broadening economy
MARKETING DECK: Dovish Fed is a positive, driving a broadening economy
MARKETING DECK: Dovish Fed is a positive, driving a broadening economy
MARKETING DECK: Dovish Fed is a positive, driving a broadening economy

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Key Incoming Data September:

  • 9/2 9:45 AM ET: Aug F S&P Global Manufacturing PMI Tame
  • 9/2 10:00 AM ET: Aug ISM Manufacturing PMI Tame
  • 9/3 10:00 AM ET: Jul F Durable Goods Orders Tame
  • 9/3 10:00 AM ET: Jul JOLTS Job Openings Tame
  • 9/3 2:00 PM ET: Sep Fed Releases Beige Book Tame
  • 9/4 8:30 AM ET: Jul Trade Balance Tame
  • 9/4 8:30 AM ET: 2Q F Unit Labor Costs Tame
  • 9/4 8:30 AM ET: 2Q F Non-Farm Productivity Tame
  • 9/4 9:45 AM ET: Aug F S&P Global Services PMI Tame
  • 9/4 10:00 AM ET: Aug ISM Services PMI Tame
  • 9/5 8:30 AM ET: Aug Non-Farm Payrolls Tame
  • 9/8 9:00 AM ET: Aug F Manheim Used Vehicle Index Tame
  • 9/8 11:00 AM ET: Aug NY Fed 1yr Inf Exp Tame
  • 9/9 6:00 AM ET: Aug Small Business Optimism Survey Tame
  • 9/10 8:30 AM ET: Aug Core PPI Tame
  • 9/11 8:30 AM ET: Aug Core CPI Mixed
  • 9/12 10:00 AM ET: Sep P U. Mich. Sentiment and Inflation Expectation Tame
  • 9/15 8:30 AM ET: Sep Empire Manufacturing Survey Tame
  • 9/16 8:30 AM ET: Aug Retail Sales Data Tame
  • 9/16 10:00 AM ET: Sep NAHB Housing Market Index Tame
  • 9/17 9:00 AM ET: Sep M Manheim Used Vehicle Index
  • 9/17 2:00 PM ET: Sep FOMC Decision
  • 9/18 8:30 AM ET: Sep Philly Fed Business Outlook
  • 9/18 4:00 PM ET: Jul Net TIC Flows
  • 9/22 8:30 AM ET: Aug Chicago Fed Nat Activity Index
  • 9/23 9:45 AM ET: Sep P S&P Global Services PMI
  • 9/23 9:45 AM ET: Sep P S&P Global Manufacturing PMI
  • 9/23 10:00 AM ET: Sep Richmond Fed Manufacturing Survey
  • 9/23 10:00 AM ET: Aug Existing Home Sales
  • 9/24 10:00 AM ET: Aug New Home Sales
  • 9/25 8:30 AM ET: Aug P Durable Goods Orders
  • 9/25 8:30 AM ET: 2Q T GDP
  • 9/25 11:00 AM ET: Sep Kansas City Fed Manufacturing Survey
  • 9/26 8:30 AM ET: Aug Core PCE Deflator
  • 9/26 10:00 AM ET: Sep F U. Mich. Sentiment and Inflation Expectation
  • 9/29 10:30 AM ET: Sep Dallas Fed Manuf. Activity Survey
  • 9/30 10:00 AM ET: Sep Conference Board Consumer Confidence
  • 9/30 10:00 AM ET: Aug JOLTS Job Openings

Economic Data Performance Tracker 2025:

MARKETING DECK: Dovish Fed is a positive, driving a broadening economy

Economic Data Performance Tracker 2024:

MARKETING DECK: Dovish Fed is a positive, driving a broadening economy

Economic Data Performance Tracker 2023:

MARKETING DECK: Dovish Fed is a positive, driving a broadening economy

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