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CPI Recap
On track for slower inflation
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MR Wahdy
Nearing the final stretch
FOMC Recap and 4Q 2023 Outlook
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MR Wahdy
September 2023
Mon 9/25 Week Preview
Lots of data, Friday shutdown?
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MR Wahdy
FOMC Recap
Hawkish Skip Confirmed
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MR Wahdy
August 2023
NVIDIA (NVDA) - Earnings Review
Strong Beat & Raise Showing Thesis In-tact
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MR Wahdy
July 2023
Macro Outlook 2023 - 2H Update
Also: FOMC Review
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MR Wahdy
June 2023
FOMC Recap -- Hawkish Pause
Desk notes: FOMC recap
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MR Wahdy
June FOMC Preview
Inflation narratives, Risk outlook, and other thoughts
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MR Wahdy
April 2023
Macro Outlook 2023
Bumpy ride to the new cycle
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MR Wahdy
February 2023
FOMC Update: 25bp Hike
Fed signals a soft landing is the base case
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MR Wahdy
January 2023
Global Borsa Updates FY 2023 (and Q1)
Update to our Islamic investment indices
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MR Wahdy
December 2022
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