Inside Markets

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A daily podcast that focuses on global news and events that influence capital markets. Inside Markets identifies the key catalysts that impact markets and affect the daily responsibilities of people who run businesses.

Jackson Square Capital, LLC


    • Apr 16, 2024 LATEST EPISODE
    • weekly NEW EPISODES
    • 6m AVG DURATION
    • 217 EPISODES


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    Latest episodes from Inside Markets

    FAQ's with Andrew Graham

    Play Episode Listen Later Apr 16, 2024 7:17


    Listen to our Managing Partner and CFA, Andrew Graham, answer questions we've been receiving from clients at Jackson Square Capital. We're answering questions regarding bond yields, high unrealized gains, and AI. Would you like to learn more about Jackson Square Capital or receive our daily market newsletter? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Q&A with Andrew Graham

    Play Episode Listen Later Feb 23, 2024 7:33


    Listen to Jackson Square Capital's CFA and Managing Partner, Andrew Graham, answer questions relating to his market outlook for the year. Would you like to learn more about Jackson Square Capital or receive our daily market newsletter? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Tuesday January 30 2024

    Play Episode Listen Later Jan 30, 2024 7:15


    Monetary easing and disinflation remain as the dominant bullish equity themes. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Monday January 29 2024

    Play Episode Listen Later Jan 29, 2024 6:57


    We expect earnings to be the main driver behind this week's price action. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Wednesday January 24 2024

    Play Episode Listen Later Jan 24, 2024 6:20


    Many earnings driver outperformers and downside reports were released yesterday and today. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Tuesday January 23, 2024

    Play Episode Listen Later Jan 23, 2024 6:11


    The logic behind pricing in a March rate cut originally came from Fed officials' repeated emphasis on the annualized 6-month run rate core PCE. That measure should fall below the Fed's 2% inflation target prior to the March meeting. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Monday January 22 2024

    Play Episode Listen Later Jan 22, 2024 5:49


    Real yields will likely decline from current levels but remain at highly restrictive levels unless something breaks. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Friday January 19 2024

    Play Episode Listen Later Jan 19, 2024 6:14


    Ten-year Treasury yields look like they'll top out near 4.25% as markets price for Fed policy normalization to begin this summer. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Thursday January 18 2024

    Play Episode Listen Later Jan 18, 2024 5:54


    January is a volatile month for inflation data as many labor and supplier contracts are rest at the new year. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    January 17, 2024

    Play Episode Listen Later Jan 17, 2024 6:40


    March rate cut expectations are repricing to lower levels which is putting upside pressure on short-dated bond yields.   Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Tuesday January 16 2024

    Play Episode Listen Later Jan 16, 2024 7:35


    Pricing of a March rate cut will likely be challenged in coming weeks. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Thursday January 11, 2024

    Play Episode Listen Later Jan 11, 2024 6:17


    The SPX and RTY could signal an imminent cyclical recovery. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    spx rty
    Wednesday January 10, 2024

    Play Episode Listen Later Jan 10, 2024 6:20


    Consensus is looking for December headline CPI to come in at +0.2% MoM, up from +0.1% in November as the recent decline in energy prices is now behind us. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Tuesday January 9 2023

    Play Episode Listen Later Jan 9, 2024 6:01


    Consensus is looking for a headline reading of +0.2% MoM or +3.2% YoY, but what are the results in other prints? Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Monday January 8, 2024

    Play Episode Listen Later Jan 8, 2024 6:07


    A pullback in rate cut expectations remains the single biggest risk to equity markets.   Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Friday January 5 2024

    Play Episode Listen Later Jan 5, 2024 6:00


    The SPX is currently trading below levels that signal a short-term reversal. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Thursday January 4, 2024

    Play Episode Listen Later Jan 4, 2024 6:51


    Tomorrow's Jobs Report has the potential to be an important near-term macro catalyst for markets given the recent back up in yields.   Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Wednesday January 3, 2024

    Play Episode Listen Later Jan 3, 2024 6:00


    The three-day pullback in the S&P 500 (SPX) and Russell 2000 (RTY) comes as both benchmarks approach broad range resistance.   Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    spx rty
    Tuesday January 2 2024

    Play Episode Listen Later Jan 2, 2024 5:29


    The SPX is approaching technical range resistance where we expect the index to decelerate and possible bearishly reverse. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Thursday December 21 2023

    Play Episode Listen Later Dec 21, 2023 6:14


    Tomorrow brings November core PCE and final Michigan consumer confidence with inflation expectations. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Wednesday December 20 2023

    Play Episode Listen Later Dec 20, 2023 5:00


    Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com. The cyclically-sensitive Russell 2000 (RTY) is trading to the upper end of range resistance near 2015.

    rty
    Tuesday December 19 2023

    Play Episode Listen Later Dec 19, 2023 6:18


    November core PCE inflation due Friday is the only catalyst with enough weight to shift the current narrative. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Monday December 18 2023

    Play Episode Listen Later Dec 18, 2023 5:41


    Major US equity indices are overbought and due for a period of consolidation. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Thursday Dec 14 2023

    Play Episode Listen Later Dec 14, 2023 6:45


    Yesterday's updated Summary of Economic Projections clearly supports market expectations for a soft landing, especially when compared to the SEP from last December. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Wednesday December 13 2023

    Play Episode Listen Later Dec 13, 2023 6:24


    The updated dot plot will likely attract the most attention when the Fed releases its Summary of Economic Projections today. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Tuesday December 12 2023

    Play Episode Listen Later Dec 12, 2023 6:01


    The bond market is telling us that hawkish rhetoric should be ignored given the Fed's dual mandate of price stability and maximum employment. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Monday December 11 2023

    Play Episode Listen Later Dec 11, 2023 7:14


    The SPX is technically overbought, positioning is no longer a tailwind and bullish sentiment is now elevated. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Friday December 8 2023

    Play Episode Listen Later Dec 8, 2023 5:29


    Higher bond yields by themselves shouldn't create a near-term headwind for equity markets, but higher bond volatility would.

    Thursday December 6 2023

    Play Episode Listen Later Dec 7, 2023 6:12


    Labor market dad should become a bigger input for Fed policy expectations going forward. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Wednesday December 6 2023

    Play Episode Listen Later Dec 6, 2023 7:36


    A dominant recession narrative is unlikely to have equity-friendly implications. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Tuesday December 5 2023

    Play Episode Listen Later Dec 5, 2023 5:41


    Market based probability for rate cuts to begin in March is inconsistent with the prevailing soft-landing narrative.

    Monday December 4 2023

    Play Episode Listen Later Dec 4, 2023 6:37


    The rotation out of mega-cap Tech and into YTD underperformers will likely continue for the next couple of weeks. In index terms, this would favor the Russell 2000 (RTY) over the Nasdaq 100 (NDX).

    Friday December 1 2023

    Play Episode Listen Later Dec 1, 2023 7:41


    Momentum reversal at year-end, known as the January Effect, is one of the most consistent patterns in Equity Markets. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Thursday November 30 2023

    Play Episode Listen Later Nov 30, 2023 6:23


    Without preemptive rate cuts, the Fed's commitment to higher for longer rates will eventually lead to large scale layoffs. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Wednesday November 29 2023

    Play Episode Listen Later Nov 29, 2023 7:17


    Yesterday's dovish Fed comments, small uptick in consumer confidence and better-than-feared early holiday shopping trends has started early rotation into cyclical equity groups like banks, REITS, autos and housing.

    Tuesday November 28 2023

    Play Episode Listen Later Nov 29, 2023 6:53


    The prevailing soft landing narrative includes expectations for 100bp of rate cuts in '24. The presumed rate cuts have been driving recent dollar weakness and gold strength.

    Monday November 27 2023

    Play Episode Listen Later Nov 27, 2023 6:46


    A US soft-landing in 2024 is the prevailing narrative with risks skewed toward a potential recession.

    Wednesday November 22 2023

    Play Episode Listen Later Nov 22, 2023 7:21


    Inside Markets will not be published for the rest of the week. The next edition will be published Monday, November 27. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Tuesday November 21 2023

    Play Episode Listen Later Nov 21, 2023 6:25


    This afternoon's earnings report from NVDA will have near-term implications for semis, mega-cap Tech and the broader market.

    Monday November 20 2023

    Play Episode Listen Later Nov 20, 2023 7:15


    The SPX advanced +2.2% last week, while the NDX gained 2.0% and Russell 2000 (RTY) +5.4%. The cooler inflation print increased conviction that the Fed is done with its hiking cycle.

    Friday November 17 2023

    Play Episode Listen Later Nov 17, 2023 6:39


    Equity markets are in the middle of a strong seasonal period when upside often results in performance chasing into year-end. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Thursday November 16 2023

    Play Episode Listen Later Nov 16, 2023 6:31


    The 'bad news is good' phase likely remains intact as disappointing data drives bond yields lower and should drive stock prices higher. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Wednesday November 15 2023

    Play Episode Listen Later Nov 15, 2023 6:43


    Yesterday's cooler CPI combined with the October Jobs report give reason to conclude the hiking cycle is now done. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Tuesday November 14 2023

    Play Episode Listen Later Nov 14, 2023 6:04


    The 4% YoY core CPI rate remains 2x higher than the Fed's target. Today's dip in the core rate likely means that rate hikes are over, but policy could remain restrictive until the 2% target is within range or until something breaks.   Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Monday November 13 2023

    Play Episode Listen Later Nov 13, 2023 6:55


    The Fed will likely wait for three consecutive months of lower YOY headline CPI prints before officially calling an end to the hiking cycle. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Friday November 10 2023

    Play Episode Listen Later Nov 10, 2023 5:18


    We expect 10-year yields to remain above our 4.48% bullish inflection target for the remainder of Q4. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Wednesday November 8 2023

    Play Episode Listen Later Nov 8, 2023 7:00


    The market has entered a brief catalyst vacuum ahead of next week's CPI and retail sales reports. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Tuesday October 7 2023

    Play Episode Listen Later Nov 7, 2023 6:14


    A confirmed peak in bonds yields should be an equity friendly development. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Monday November 6 2023

    Play Episode Listen Later Nov 6, 2023 8:05


    Last week, the S&P 500 (SPX) gained +5.9% as a lower-than expected Treasury refunding announcement, dovish Fed and disappointing data triggered a pullback in bond yields. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Friday November 3 2023

    Play Episode Listen Later Nov 3, 2023 5:53


    Disappointing macro data and a coincident decline in bond yields has driven equity upside this week, but investors will eventually need to consider the growth implications. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

    Thursday November 2 2023

    Play Episode Listen Later Nov 2, 2023 6:56


    AAPL results this afternoon could also have macro implications given the setup. Would you like to learn more about Jackson Square Capital or receive Inside Markets as a daily email? Join the Jackson Square Capital community by sending an email to hello@jacksonsquarecap.com.

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