What Changed Today?

Why it's important to think about what has changed.

What else is there to discuss than the largest change to US monetary policy since the dual mandate of the fed was established in 1977.

The team breaks down this weeks inflation data and the price action going into the Trump & Putin Alaska meeting.

Euphoria in the equity markets.

The hosts break down recent price action in demand and how earnings are shaping up in the US and Europe.

The Annapurna team breaks down Fridays Non Farm Payroll event, recent economic data, healthy signs in the treasury market, and why metals are a "no touch" right here.

The Annapurna team unpacks the -20% decline in Copper, outside reversal in the Nasdaq, FOMC event, and reasons to look at the CPI computation methods.

The Annapurna team breaks down the largest data release of the year and the one event not on anybodies calandar that could move the market for the rest of the year.

THe Annapurna team breaks down recent tariff negotians in the APAC region, the first glimpse of Q2 25' mega cap tech earnings, and what signs of meme stock mania means for the markets.

Japans election results in more questions than answers.