Moe’s Market Memo
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Moe’s Market Memo – May 8, 2026
Weekly data-driven insights on the markets and economy Mohammad Abouchleih, MBA, CIMA®Investment Analyst Aluminum Shockwaves Aluminum prices have surged to multiyear highs following the Iran war, disrupting supply through the Strait of Hormuz and driving sharp cost pressures across autos, beverages, and consumer goods. Companies like Ford and Molson Coors are absorbing higher input costs…
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Moe’s Market Memo – May 1, 2026
Weekly data-driven insights on the markets and economy Mohammad Abouchleih, MBA, CIMA®Investment Analyst Fed Fractures Reported Wednesday, the Federal Reserve held its benchmark rate steady at 3.5%–3.75%, but an unusually sharp 8–4 split marked the highest level of dissent since 1992, underscoring growing internal disagreement over inflation risks and future easing. While markets expected no…
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Moe’s Market Memo – April 24, 2026
Weekly data-driven insights on the markets and economy Mohammad Abouchleih, MBA, CIMA®Investment Analyst Passing the Torch Reported Wednesday morning, Best Buy said longtime executive Jason Bonfig will take over as CEO on Oct. 31, succeeding Corie Barry as the retailer looks to reignite sales growth. The leadership change comes as the company positions itself to…
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Moe’s Market Memo – April 17, 2026
Weekly data-driven insights on the markets and economy Mohammad Abouchleih, MBA, CIMA®Investment Analyst Abandoning Shoes for Servers Reported Wednesday, struggling shoe retailer Allbirds stunned investors by announcing a dramatic pivot from sustainable footwear into artificial intelligence compute infrastructure. The move follows the sale of its core brand assets for $39 million and comes as the…
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Moe’s Market Memo – April 10, 2026
Weekly data-driven insights on the markets and economy Mohammad Abouchleih, MBA, CIMA®Investment Analyst Fuel Shock Forces a Reroute Reported Wednesday, Delta Air Lines is pulling back on near-term capacity growth as surging jet fuel prices reshape airline economics, even as demand—especially for premium travel—remains strong. Higher costs have pushed carriers to raise fees and trim…
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Moe’s Market Memo – April 3, 2026
Weekly data-driven insights on the markets and economy Mohammad Abouchleih, MBA, CIMA®Investment Analyst Retirement Goalposts Shift Americans now believe it takes $1.46 million to retire comfortably, the highest “magic number” ever reported, as inflation continues to drive up long‑term living and care costs. Reported on Wednesday, the gap between expectations and reality is widening, with…
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Moe’s Market Memo – March 27, 2026
Weekly data-driven insights on the markets and economy Mohammad Abouchleih, MBA, CIMA®Investment Analyst Crisis Looming Reported this week, recession fears are rising on Wall Street as economists warn that war‑driven oil shocks, weakening consumer spending, and a cooling labor market are raising the odds of a downturn. Major forecasters now see recession risks well above…
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Moe’s Market Memo – March 20, 2026
Weekly data-driven insights on the markets and economy Mohammad Abouchleih, MBA, CIMA®Investment Analyst Rates on Ice Announced Wednesday, the Federal Reserve voted 11–1 to hold interest rates steady at 3.5%–3.75% as policymakers contend with hotter‑than‑expected inflation, mixed labor signals, and uncertainty from the war in Iran. Despite the elevated risks, officials made only slight adjustments…
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Moe’s Market Memo – March 13, 2026
Weekly data-driven insights on the markets and economy Mohammad Abouchleih, MBA, CIMA®Investment Analyst Inflation Steadies Reported on Wednesday, U.S. consumer prices rose exactly as expected in February, with headline inflation steady at 2.4% and core inflation at 2.5%, signaling stable—though still elevated—price pressures. Cooling rents and falling used car and insurance costs helped offset rising…
