Muhammad Wahdy | Technology Coverage

October 2025

Macro Note - Oct 2025

AI Circular Flow, our Q4 Outlook, and a tariff update…

Oct 16, 2025 • Muhammad Wahdy

3

August 2025

Fed shifts to Neutral --> Markets Rally

Jackson Hole Recap + What Matters

Aug 23, 2025 • Muhammad Wahdy

1

March 2025

FOMC Recap & Thoughts into Q2

A roadmap through uncertainty

Mar 22, 2025 • Muhammad Wahdy

December 2024

FOMC - Dovish Guidance, Hawkish Comments

Fed Cut 25bp Today

Dec 18, 2024 • Muhammad Wahdy

2

November 2024

Election Update - Positioning & Posture

Research Note

Nov 6, 2024 • Muhammad Wahdy

October 2024

Election Risk - Markets & Positioning

Research note

Oct 22, 2024 • Muhammad Wahdy

1

September 2024

FOMC Recap Note

A hawkish 50bps

Sep 21, 2024 • Muhammad Wahdy

2

August 2024

FOMC Review

New regime, new rules

Aug 2, 2024 • Muhammad Wahdy

July 2024

FOMC Preview - July 31

Fed patience to be a hawkish surprise

Jul 30, 2024 • Muhammad Wahdy

1

March 2024

March Fed Meeting Recap

Fed patience means greater upside for the S&P 500.

Mar 23, 2024 • Muhammad Wahdy

2

January 2024

Macro Notes - Our View Into 2024

Fed pivot means we are in a soft landing, but macroeconomic volatility will muddle the picture.

Jan 24, 2024 • Muhammad Wahdy