Kyla Scanlon | TalkMarkets | Page 4

Kyla Scanlon

CAP Associate at Capital Group
Contributor's Links: Kylas Scanlon's Substack
Majored in Finance, Economics, and Data Analytics with 5+ years experience in options trading. Focus on fundamentals, with special interest in equity valuations and macroeconomic analysis.
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49 to 64 of 113 Posts
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Why The Data Makes No Sense
Thursday, March 2, 2023 12:19 PM EDT
The Fed is still planning to rip, inflation is still not where we want it to be, and parts of the economy are rebalancing.
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Rebalancing The Economy: An Interview With Mary Daly
Friday, February 24, 2023 11:26 PM EDT
The Fed is focused on getting inflation down to 2% in order to get the economy back in line. But the toolkit is blunt, and the impacts are varied.
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No-Landing And The Anti-Gravity Economy
Thursday, February 16, 2023 8:57 AM EDT
Everyone is trying to decide the path that the economy will go. Overall, the economy is still moving and grooving.
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Margin And Opportunity
Thursday, February 9, 2023 9:55 AM EDT
Bing could be the new Google as Microsoft goes into AI-Powered search. Google released its version, the Bard which is “a new experimental conversational GoogleAI service”.
In this article: BBBY, MSFT, GOOGL, ARKK, CVNA
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TikTok's CoreCore And The Federal Reserve
Thursday, February 2, 2023 8:22 PM EDT
The Fed believes that they have more work to do in the battle against inflation, but it’s a good thing that they are slowing their roll a bit.
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Reversion To Reality: How Big Tech Impacts The Economy
Thursday, January 26, 2023 8:48 AM EDT
As the economy slows down, it will be interesting to see the reallocation of labor and capital to industries.
In this article: AAPL
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Calling It A "Mild" Recession Is Dumb
Friday, January 20, 2023 12:22 AM EDT
We are likely facing some sort of “soft downturn” scenario, just based on the storm of data coming forth. A mild recession is still a Recession - even if one million people lose their jobs, that’s still a million people *losing their jobs*.
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What Even Is A "Mild" Recession?
Thursday, January 19, 2023 10:30 AM EDT
Ranking the economy on the Scoville test - and applying some whole milk for a soft landing
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The Eggconomy
Thursday, January 12, 2023 11:14 AM EDT
The Fed’s whole thing is to crack the consumer - make it so people can’t spend as much money. And it’s working.
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Credit Card Debt And The Fed
Tuesday, January 10, 2023 4:25 PM EDT
People are increasingly taking on credit card debt in order to finance their purchases.
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The Fed Is Hiking Up That Mountain
Thursday, January 5, 2023 5:57 PM EDT
The question for 2023 is how the Fed will approach its hiking path. Will it incorporate switchbacks into the climb or just rip straight up the side of the mountain?.
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Mind The Cup
Thursday, December 29, 2022 6:03 PM EDT
This year was defined by uncertainty. And in many ways, that uncertainty will never go away.
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2022 Was Really Weird
Thursday, December 22, 2022 5:23 PM EDT
Unproductive allocation of capital and continuous bamboozlement were, unfortunately, big themes this year. But there are many golden moments to reflect on too.
In this article: OIL, UGA, SPX
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A Non-Zero Interest Rate World
Sunday, December 18, 2022 3:55 AM EDT
SBF arrested. CPI came in soft. Fed hiked by 50 bps. Twitter is melting. There are two threads that I think tie together well in the broader discussion around the Fed and what’s happening on a microscale on Twitter dot com.
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SBF Says "Sorry! Risk Management Is Kinda Hard LoL"
Thursday, December 1, 2022 11:41 PM EDT
SBF has been doing media rounds and basically keeps telling everyone that he made a mistake.
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What The Federal Reserve Got Wrong About The Labor Market
Thursday, December 1, 2022 4:38 PM EDT
The Fed sees a gap in the labor market and the obvious solution to that would be increasing workforce participation rates but the fed can’t fix that.
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49 to 64 of 113 Posts
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