The View from 5th Avenue

The View from 5th Avenue – 23 February 2024

In a week full of earnings and single stock shocks, the prevailing feeling among investors is a bit remnant of when your parents tell you they don't have a favorite child... but we all know it's Nvidia. The AI behemoth closed just shy of a staggering 2 trillion valuation but believe it or not there are in fact other fish in the sea moving markets today… Yields stumbled across the curve ahead of next week’s PCE reading that will no doubt bring the bring the rate debate front and center as ‘highe…

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