GatePass Capital Market Monday

Dede Kalt interviews Chintan Desai, Senior Portfolio Strategist, Vanguard Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expressed here are for general informational purposes only and are not intended to prov...

In this GatePass Market Monday : Economic data in 2026 is sending mixed signals. Strong GDP growth, soft jobs data, and what it all means for investors navigating today’s uncertain market. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or i...

In this week's Market Monday : We break down the 2026 opportunities and risks, Fed policy, earnings growth, midterm volatility, and why diversification still matters. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The...

In this GatePass Market Monday : As 2025 ends, we break down the risks in the labor market, Fed rate cuts, GDP growth, and what investors should expect from the economy in 2026. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliat...

In this GatePass Market Monday : The Fed cut rates another 0.25%, raised GDP forecasts, and lowered inflation expectations for 2026. Here’s what’s important for the Fed and markets as we enter 2026. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Ca...

In this GatePass Market Monday , stocks approached all-time highs as momentum built in early December. Investors watch the Fed, sentiment stays cautious, and cash on the sidelines could fuel gains. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Cap...

In this GatePass Market Monday , we break down strong earnings, revenue growth, global market strength, the rally in gold, and other reasons why investors should be thankful in 2025. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its aff...

In this GatePass Market Monday , we explain the recent market volatility, falling December rate-cut odds, and why staying disciplined and diversified matters. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions ex...

In this week's Market Monday : Volatility picks up as the Fed turned hawkish, but earnings remain strong. Here’s what the sell-off really means and how investors can separate noise from signal. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Cap...

In this episode of Market Monday : Stocks are near all-time highs while sentiment is at extreme fear levels. We break down the K-shaped economy, earnings growth, and what comes next. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its aff...

In this week's Market Monday : The Fed just cut rates by another 0.25% — now cumulatively the biggest mid-cycle easing since the 1980s. We break down what it could mean for your portfolio and the next Fed meeting. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services prov...

In this week's Market Monday : Will markets rally into Halloween as volatility returns? Fed cut watch, momentum, historical seasonality (Nov–Jan), sentiment, and why stocks could finish strong into year-end. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided b...

In this week's Market Monday : Volatility returns after 33 calm sessions. We unpack October swings, credit flare-ups, falling yields and FOMO risks. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or its affiliates. The opinions expresse...

Government shutdown delays inflation data to October 24 and new 100% China tariffs and export restrictions spark the worst stock drop since April. Also, why, in the long term, earnings matter more than day-to-day valuations. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of servic...

Stocks capped the best September in 15 years (+3.5% S&P) with low volatility. In this week's Market Monday , we break down what a government shutdown means for markets and why Q4 seasonality could still favor gains. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of service...

Stocks are back to all-time highs as the Fed starts cutting rates — but are we in a bubble? In this week's Market Monday , we break down the headlines, why “fear sells,” and how much profits (vs hype) are contributing to this rally. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a descripti...

The Fed cut rates by 0.25% in September 2025, bringing its policy rate to approximately 4.1%, as Powell prioritizes the labor market over inflation. Markets expect deeper cuts ahead and a potential inflationary growth cycle into 2026. Tune in to GatePass Market Monday for insights on what that could mean for stocks, savers, and investors. Unless otherwise indicated, commentary on this site reflect...

The Fed may resume interest rate cuts after a 9-month pause, with inflation rising and the labor market showing weakness. Discover what this could mean for stocks and the market’s outlook through 2026 for the Fed in this week’s GatePass Market Monday. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded...

In this week's Market Monday , we break down the latest U.S. market trends: Weak payrolls, Fed rate cut risks, inflation data, and what it all means for stocks, bonds, and the economy. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of services provided by GatePass Capital or i...

September historically has been the weakest month for stocks, but will the Fed and this bull market break the pattern? On this episode we break down seasonality, Fed rate cut expectations, the 90/90 breadth signal, and why markets may already be pricing in the risks. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should...

In this week's Market Monday : The Fed faces tough choices ahead of September. With sticky inflation, a cooling labor market, and rising pressure on small businesses and housing, the odds of a rate cut sit at over 80% (according to CME Group's FedWatch tool). Learn what history tells us about stock performance after past rate cuts and what it could mean for investors. Unless otherwise indi...

In this week's Market Monday : The July CPI report wasn’t great, but it was “good enough” for markets betting on a September Fed rate cut. Stocks cheered, bonds frowned, and inflation pressures remain under the surface. With Powell balancing sticky inflation, slowing growth, and AI-driven capex, the Fed faces a tough call. History says rate cuts near all-time highs have been bullish for stocks...

In this week’s Market Monday , we discuss how AI spending by the Magnificent Seven is driving U.S. GDP growth and stock market gains and explore how massive capex from Big Tech is transforming the economy — and the risks ahead. Unless otherwise indicated, commentary on this site reflects the personal opinions, viewpoints and analyses of the author and should not be regarded as a description of ser...

In this week’s Market Monday , we break down the latest Fed meeting – and what wasn’t said might be just as important as what was. Jerome Powell avoided making any clear commitments, leaving investors in a “wait and see” mode. We discuss why that’s a strategy, not indecision, and what it means for interest rates , stocks , and macro trends going into September. Unless otherwise indicated, commenta...

In this week’s Market Monday, we tackle a big question many investors are asking: “Should I invest at all-time highs?” It may feel counterintuitive, but history suggests that all-time highs haven't been warning signs, they’ve often been signals of strength. From S&P 500 concentration in mega-cap tech to resilient U.S. consumers, this episode dives deep into what’s fueling today’s market—an...