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Daily Note

Ahead Of The Fed

Jul 28, 2021

Thomas Thornton

  • A note that I thought wouldn't be that long ahead of the Fed turned out to be packed with a lot
  • I did some previews ahead of FB, Ford, and Amazon earnings as I did earlier the week with some others
  • And I think my read on those was pretty decent
  • What markets to watch with the Fed today
  • The markets expect no changes to Fed policy however they have to address the Repo market and the potential for a no-deal on raising the debt ceiling.
  • I might post another note later if the Fed and Powell moves the markets in a big way
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