Jobs market, Weakness in jobs, FED Chairman, Interest rates, Nuclear energy, Power generation, Renewable energy, Alphabet stock, Hyperscalers, Debt issuance, AI capex spending, Japan election, Japanese markets
Private equity, fund raising, Software stocks, AI disruption, AES stock, utility providers, Power generation stocks, BlackRock infrastructure, SpaceX, xAI, IPO, OpenAI, AI platforms, FED, Kevin Warsh, Trump, Silver, Gold
FED, Interest rates, Bank of Canada, FED Chair, Trump, Reider BlackRock, India, EU, Trade deals, Emerging markets, General Dynamics, earnings, Defense stocks. Nvidia, CoreWeave, AI
Tariffs, Global trade, EU, Greenland, Golden dome, Micron, AI chips, M&A, Netflix, Earnings season, Nuclear energy, Uranium, SPUT, Nuclear reactors
China trade, Global trade surplus', Inflation report, CPI, FED Funds Rate, Powell, Trump, Jamie Dimon, JPMorgan Chase, Wall Street earnings, Credit card interest rates, Net interest income for banks
Real Estate, executive orders, Blackrock,, Trump, Energy policy, Venezuela, Maduro, Hailburton, Chevron, Offshore oil, Energy stocks
Warner Bros, Paramount, Aquisiton, Cash exposure, Jobs market, Jobs report, Oracle, Broadcom earnings, Commodities, Gold, Silver, AI adoption, Tech stocks
Click here: The Weekly Beacon - April 29 2022 We will be giving some macroeconomic market updates on a weekly basis. No recommendations will be given in this commentary and we encourage you to contact us today if you have any questions regarding any observations. Feel free to send in your pictures of lighthouses to [...]
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