Brian Stewart

on investors part and on corporate executives part about how much the consumer is going to hold it up.

No, just that next week is also going to see the PCE indicator release. That's the Fed's favorite inflation gauge. Inflation data from last week was much stronger than expected, kind of sparked a mini panic about the Fed really pushed back expectations. That's come back a little in the past week. People have sort of moderated their expectations.

No, just that next week is also going to see the PCE indicator release. That's the Fed's favorite inflation gauge. Inflation data from last week was much stronger than expected, kind of sparked a mini panic about the Fed really pushed back expectations. That's come back a little in the past week. People have sort of moderated their expectations.

No, just that next week is also going to see the PCE indicator release. That's the Fed's favorite inflation gauge. Inflation data from last week was much stronger than expected, kind of sparked a mini panic about the Fed really pushed back expectations. That's come back a little in the past week. People have sort of moderated their expectations.

Still, the next meeting for the Fed is still expected to be no interest rate cut. And then the meeting after that in May, also expected to be no cut. But now in the sort of June, July framework, people are starting to think that the next cut might happen.

Still, the next meeting for the Fed is still expected to be no interest rate cut. And then the meeting after that in May, also expected to be no cut. But now in the sort of June, July framework, people are starting to think that the next cut might happen.

Still, the next meeting for the Fed is still expected to be no interest rate cut. And then the meeting after that in May, also expected to be no cut. But now in the sort of June, July framework, people are starting to think that the next cut might happen.

So that PCE indicator, it's either going to confirm the sort of hot inflation that we saw a week ago, or if it gives a different indication, it might move that expectation a little bit. So if you're looking at interest rates, that's the next big piece of data coming out.

So that PCE indicator, it's either going to confirm the sort of hot inflation that we saw a week ago, or if it gives a different indication, it might move that expectation a little bit. So if you're looking at interest rates, that's the next big piece of data coming out.

So that PCE indicator, it's either going to confirm the sort of hot inflation that we saw a week ago, or if it gives a different indication, it might move that expectation a little bit. So if you're looking at interest rates, that's the next big piece of data coming out.

Great to be here, Rina.

Great to be here, Rina.

Great to be here, Rina.

There's kind of a background radiation going on in terms of the CPI report that recently came out and the effect on the Fed. Also shenanigans out of Washington, a lot of Doge related headlines coming out recently. I think that's going to be kind of a standard background noise for trading in the foreseeable future.

There's kind of a background radiation going on in terms of the CPI report that recently came out and the effect on the Fed. Also shenanigans out of Washington, a lot of Doge related headlines coming out recently. I think that's going to be kind of a standard background noise for trading in the foreseeable future.

There's kind of a background radiation going on in terms of the CPI report that recently came out and the effect on the Fed. Also shenanigans out of Washington, a lot of Doge related headlines coming out recently. I think that's going to be kind of a standard background noise for trading in the foreseeable future.

It seems that we're going to have to kind of rifle through the kind of bickering in Washington. However, I think the stock market itself has seemed pretty immune to any of that. There hasn't been pickup and aggressive volatility over the last several weeks. I think by and large, it's been following momentum of its own. A lot of that is sort of still the AI trade. in effect.

It seems that we're going to have to kind of rifle through the kind of bickering in Washington. However, I think the stock market itself has seemed pretty immune to any of that. There hasn't been pickup and aggressive volatility over the last several weeks. I think by and large, it's been following momentum of its own. A lot of that is sort of still the AI trade. in effect.

It seems that we're going to have to kind of rifle through the kind of bickering in Washington. However, I think the stock market itself has seemed pretty immune to any of that. There hasn't been pickup and aggressive volatility over the last several weeks. I think by and large, it's been following momentum of its own. A lot of that is sort of still the AI trade. in effect.

And I think there's still a lot of individual stock picking. I think with the earnings season peaking in the last couple of weeks, I think investors have largely been looking at the individual company's financial results and not been too worried about the macro scene.