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CPI Recap
On track for slower inflation
Nov 14
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MR Wahdy
4
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CPI Recap
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Nearing the final stretch
FOMC Recap and 4Q 2023 Outlook
Nov 6
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MR Wahdy
4
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Nearing the final stretch
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September 2023
Mon 9/25 Week Preview
Lots of data, Friday shutdown?
Sep 25
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MR Wahdy
3
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Mon 9/25 Week Preview
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FOMC Recap
Hawkish Skip Confirmed
Sep 20
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MR Wahdy
2
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FOMC Recap
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August 2023
NVIDIA (NVDA) - Earnings Review
Strong Beat & Raise Showing Thesis In-tact
Aug 24
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MR Wahdy
1
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NVIDIA (NVDA) - Earnings Review
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July 2023
Macro Outlook 2023 - 2H Update
Also: FOMC Review
Jul 28
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MR Wahdy
3
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Macro Outlook 2023 - 2H Update
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June 2023
FOMC Recap -- Hawkish Pause
Desk notes: FOMC recap
Jun 15
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MR Wahdy
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FOMC Recap -- Hawkish Pause
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June FOMC Preview
Inflation narratives, Risk outlook, and other thoughts
Jun 13
•
MR Wahdy
3
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June FOMC Preview
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April 2023
Macro Outlook 2023
Bumpy ride to the new cycle
Apr 4
•
MR Wahdy
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Macro Outlook 2023
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February 2023
FOMC Update: 25bp Hike
Fed signals a soft landing is the base case
Feb 1
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MR Wahdy
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FOMC Update: 25bp Hike
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January 2023
Global Borsa Updates FY 2023 (and Q1)
Update to our Islamic investment indices
Jan 30
•
MR Wahdy
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Global Borsa Updates FY 2023 (and Q1)
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December 2022
Macro Note - FOMC Recap
Summary Today the Federal Reserve raised the Fed Funds Rate higher by 50 basis points, from 4.00% to 4.50%. This was the first downshift in Fed rate…
Dec 15, 2022
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MR Wahdy
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Macro Note - FOMC Recap
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