Brian Stewart

Yeah, we're through the jobs data and this was the most recent inflation data. So we're in a bit of a quiet period in terms of actual information. So it won't be into March that we're going to get the big data points that can kind of move expectations. So I think that people should keep an eye on Fed commentary as it bubbles up in various Fed commentators speaking over the next week or so.

Yeah, we're through the jobs data and this was the most recent inflation data. So we're in a bit of a quiet period in terms of actual information. So it won't be into March that we're going to get the big data points that can kind of move expectations. So I think that people should keep an eye on Fed commentary as it bubbles up in various Fed commentators speaking over the next week or so.

They'll give you an idea of how aggressively hawkish the Fed wants to become. Like I said, right now we're kind of pricing in a rate cut sometime in the summer. So that would be the target. If you're wondering if the Fed is starting to turn extremely concerned about inflation, look for commentary that would push rate cuts past that period into later in the year.

They'll give you an idea of how aggressively hawkish the Fed wants to become. Like I said, right now we're kind of pricing in a rate cut sometime in the summer. So that would be the target. If you're wondering if the Fed is starting to turn extremely concerned about inflation, look for commentary that would push rate cuts past that period into later in the year.

They'll give you an idea of how aggressively hawkish the Fed wants to become. Like I said, right now we're kind of pricing in a rate cut sometime in the summer. So that would be the target. If you're wondering if the Fed is starting to turn extremely concerned about inflation, look for commentary that would push rate cuts past that period into later in the year.

And also look for people who might be talking down the possibility of any rate cuts this year. In terms of a turning point, kind of a pivot point for inflation expectations, I would keep an eye on if there's ever any commentary starting to bubble up whether the next move should be a rate hike.

And also look for people who might be talking down the possibility of any rate cuts this year. In terms of a turning point, kind of a pivot point for inflation expectations, I would keep an eye on if there's ever any commentary starting to bubble up whether the next move should be a rate hike.

And also look for people who might be talking down the possibility of any rate cuts this year. In terms of a turning point, kind of a pivot point for inflation expectations, I would keep an eye on if there's ever any commentary starting to bubble up whether the next move should be a rate hike.

Right now, we've kind of talked about things in terms of whether or not there's going to be a cut and when that cut might happen. But at some level of inflationary concern, the tide might turn to worrying about a rate hike as the next move.

Right now, we've kind of talked about things in terms of whether or not there's going to be a cut and when that cut might happen. But at some level of inflationary concern, the tide might turn to worrying about a rate hike as the next move.

Right now, we've kind of talked about things in terms of whether or not there's going to be a cut and when that cut might happen. But at some level of inflationary concern, the tide might turn to worrying about a rate hike as the next move.

In terms of data and earnings, there's not going to be much to drive trading on Friday. So I think Friday is going to be an extremely vibes driven day. So as an investor, you can kind of learn a little from that. How does the market trade in the absence of major news?

In terms of data and earnings, there's not going to be much to drive trading on Friday. So I think Friday is going to be an extremely vibes driven day. So as an investor, you can kind of learn a little from that. How does the market trade in the absence of major news?

In terms of data and earnings, there's not going to be much to drive trading on Friday. So I think Friday is going to be an extremely vibes driven day. So as an investor, you can kind of learn a little from that. How does the market trade in the absence of major news?

So barring kind of an announcement out of Washington, I think that it might be a good time for investors just to watch where the momentum is and figure out whether or not they want to ride any wave that might be there.

So barring kind of an announcement out of Washington, I think that it might be a good time for investors just to watch where the momentum is and figure out whether or not they want to ride any wave that might be there.

So barring kind of an announcement out of Washington, I think that it might be a good time for investors just to watch where the momentum is and figure out whether or not they want to ride any wave that might be there.