Episode Details

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Warm-Up
- Walking back - Waffling and Extensions
--- Blockade - not really
- Market Immunity
- Jesus.ai
- Reading Retreats (The New Silent Disco?)

Markets
- PCE and inflation trends - single day concern - PPI revised
- Earnings Season - Goldman, JPM
- Historic Eco Report
- Feds looking at Private Credit holdings at banks

CONGRATS RORY! - back-to-Back Masters Champ
- Over $250M in tour winnings

Market Update
- Great week for markets as Operation obliteration is postponed
- - Weekend concerns and opening in the RED Monday as we get clarification
- Markets somewhat immune? Looking past?
- FWIW: Not much is moving thought the Straight....But who cares!
----- Markets made back all of the losses from the War! Nothing to worry about...

Historic!
- As of this month, we have officially hit a new historical floor.
- The preliminary University of Michigan Consumer Sentiment reading for April 2026 came in at 47.6, which is the lowest recorded value in the survey’s 70-plus-year history.

Consumer Sentiment

Fed Looking
- The Federal Reserve is asking major US banks for details about their exposure to private credit due to a surge in redemptions and a rise in troubled loans in the industry.
- The Fed's queries are intended to assess the level of stress in the private credit industry and the potential for it