We recap the March FOMC meeting and revise our outlook on the S&P 500: https://lnkd.in/gmiiUuby
Wahdy Capital
Investment Management
San Francisco, California 854 followers
San Francisco based technology investors.
About us
Wahdy Capital is a technology focused investment manager based in San Francisco. Learn more about us: www.wahdycapital.com
- Website
-
http://www.wahdycapital.com
External link for Wahdy Capital
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- San Francisco, California
- Type
- Privately Held
- Founded
- 2015
- Specialties
- Investments, Trading, Portfolio Management, Ethical/Halal solutions, Technology, Hedge Fund, and Long/Short Equity
Locations
-
Primary
Get directions
50 California St
15th Floor
San Francisco, California 94111, US
Employees at Wahdy Capital
Updates
-
Some macro thoughts moving into the year: https://lnkd.in/g5MhC9wV
Macro Notes - Our View Into 2024
wahdycapital.com
-
Our perspective on asset allocation: https://lnkd.in/gsB4VvDw
Primer -- Asset Allocation
wahdycapital.com
-
Our updated outlook incorporating the latest FOMC meeting: Nearing the final stretch, by @MRWahdy https://lnkd.in/gaUMCJmV
Nearing the final stretch
wahdycapital.substack.com
-
Short post with some color on our views for the week. A highlight: Tomorrow’s PCE data is expected to show deceleration, with consensus estimates of Core PCE at 0.2%mom. Markets today likely bounced in anticipation of a softer print. Rate hike odds for year-end dropped by 3bp. We expect Core PCE in-line with estimates, but there is downside. https://lnkd.in/gm9yttH6
Thurs 9/28/23 — Wahdy Capital
wahdycapital.com
-
Today's market reaction had a lot of people confused. Get some clarity through our desk notes. We also invite you to share your thoughts or comments on companies or events we cover. https://lnkd.in/gJycJCHB
Desk Notes 9/27 — Wahdy Capital
wahdycapital.com
-
In our desk notes today we consolidate some research across the street and update our weekly option monitor: https://lnkd.in/g6ZDmK2E
Desk Note: 9/23/26 — Wahdy Capital
wahdycapital.com
-
What we're watching this week: https://lnkd.in/g5-aZ5rQ
-
Read our take on the FOMC meeting today:
Today's FOMC was a hawkish hold as expected... my thoughts and more: https://lnkd.in/gUjTVmM6
-
Resilience was the theme of 1H 2023, but in our outlook for 2H 2023 we see an economy where significant real rates and weaker nominal growth will increase the risk of a credit event and the likelihood of a recession by the end of 2023. https://lnkd.in/gJFbPgNB
Macro Outlook 2023 - 2H Update
wahdycapital.com