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📅 week #32
personally very interested in goodrx – admittedly, their share price hasn’t been performing that well, but im just fan of their product!
july consumer inflation expectations
i hope nothing too crazy shows up and it’s just another “see, inflation is still bad”
coinbase had crazy layoffs and performance is widely expected to be not that great, but it did recently strike a deal with blackrock, so would be cool to see how their numbers turn out to be and how investors react
a lot of travel-related tickers!
hilton recently crushed expectations – we’ll see how hyatt does
august preliminary michigan consumer sentiment index
uk q2 '22 gdp growth rate (preliminary estimate )
a follow up to my post on nfp's last friday – 528k jobs were added in july (much higher than the 250k consensus)
that means a stronger-than-expected labor market, but it also means that it may be harder-than-expected to tame inflation and therefore an even more aggressive tightening policies by the fed
so, it’s good news that’s hard to be one-dimensionally happy about, given the current environment – and that’s the most commonly agreed explanation behind why friday’s market was mixed
y’all have a great week!
💡 something im thinking about
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