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Basis Points is our regular market commentary updates, generally sent on Thursdays, to provide a quick digest of economic perspective.

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Basis Points – February 2, 2023

February 2, 2023

What we heard from Jerome Powell yesterday
Drill, baby, drill!
Rivian and FedEx (unfortunately) join a growing group of companies

Basis Points – January 26, 2023

January 26, 2023

Fed’s actions may hit Q4 earnings harder than expected
Microsoft revenue, cloud momentum slow
Treasury rally continues

Basis Points – January 19, 2023

January 19, 2023

Should you be worried about increasingly gloomy corporate leaders?
China’s not-so-small baby problem
(Good?) news as retail sales weaken

Basis Points – January 12, 2023

January 12, 2023

What China’s reopening means for the global economy
Gauging “Supercore” inflation
Meta shifts advertising rules, while Coinbase scales back

Basis Points – January 5, 2023

January 5, 2023

Why the muni market could be tricky in 2023
Good news for your heating bills
Twitter’s advertising model to change dramatically

Basis Points – January 3, 2023

January 4, 2023

A recession is likely, but what should we expect?
Meta pushes deeper into AR, Metaverse
Toyota sees a different future for EVs