MRKT Matrix

Brainard Waves Off a September Pause

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On this episode of MKT Call, Dan and Liz Young of SoFi discuss: 


  • Microsoft cutting its fourth-quarter guidance
  • FactSet's latest breakdown on how analysts are adjusting earnings estimates
  • Fed Vice Chair Brainard indicates she doesn't support a pause in interest-rate hikes
  • Brainard says it's too soon to tell if inflation has peaked
  • Liz's new note on if recent stock gains will be short-lived or the start of a new phase of positive momentum
  • Earnings preview for Crowdstrike, RH, and Lululemon


    • Read Liz’s blog every Thursday


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