Inside Markets

Catalysts ahead include Michigan inflation expectations and two Fed speakers tomorrow, but markets remain focused on Tuesday's CPI report.

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Terminal rate expectations drift higher as markets digest implications of last Friday's strong Jobs Report and tight labor market conditions.

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Fed rate expectations have repriced higher since Friday's Jobs report, but the drawdown in equities thus far has been short and shallow.

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Today's pod discusses catalysts from January and the potential impacts on the S&P 500.

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Disappointing overnight earnings and an unfavorable Jobs Report have US equities lower. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to [email protected].

Mega-cap earnings and tomorrow’s Jobs Report are expected to have a material impact on markets.

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Monetary factors are at the center of the current market narrative, with recent equity upside yesterday driven by weaker-than-expected Employment Cost Index and positioning ahead of today’s Fed meeting.

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