Me and the Money Printer

Me and the Money Printer

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Me and the Money Printer
Me and the Money Printer
Risk: How to Predict the Next Market Crash
The Capital Wave Report

Risk: How to Predict the Next Market Crash

There are no shortage of people telling you the world will end. Here's how to tell if the music is still playing... or whether it's time to go and get a seat.

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Garrett Baldwin
Oct 10, 2024
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Me and the Money Printer
Me and the Money Printer
Risk: How to Predict the Next Market Crash
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Markets hold their breath ahead of crucial inflation data, with the S&P 500 and Dow Jones pausing after Wednesday's record highs. 

The dollar's eight-day winning streak reflects growing skepticism about aggressive Fed rate cuts, while the resurgent “yen carry trade” adds another layer to global liquidity dynamics. 

As earnings season kicks off with Delta's (DAL) disappointing forecast, investors weigh whether corporate profits can justify the ongoing surge. With 44 new all-time highs for the S&P 500 in 2024, the resilient "no landing" narrative faces a critical test in today's CPI report.

Global Capital Watch 

  • Still rising.

Insider Buying: 

  • Lowest levels of insider buying since May 2021. 

  • A blackout period is starting for many companies as earnings season kicks off.

  • Blackout periods restrict insider trades around earnings.

  • Top Buy: Lions Gate Entertainment - $1.2 million.

  • Top Sell: Carvana - $36 million

Market outlook:

  • Futures flat ahead of this morning’s inflation report

  • The S&P 500 hit 44 new al…

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