Monthly Report: October 2023

FOMC & Payrolls on Deck

Issue #51

Tech Stocks Overvalued

Issue #50

A Flight to Quality

Issue #49

Inflation in Focus: Rektober to Uptober?

Wage Inflation in Focus

Uptober on the Horizon

Hawkish Bias

Inflation on the Radar

Are We Back Yet?

Payrolls on Deck

Jackson Hole: The Sequel