This week was filled with more earnings reports headlined by some of our own companies, like Fiverr, travel companies such as Airbnb (non investment), while also seeing the divergence between Starbucks and Dutch Bros (big!). We also got jobless claims, ano while it was a single date point and one that is historically volatile, we think it could be the early sign of a cooling jobs market. This supports our view that the FED can get an all clear to cut by Q3 as economic activity moderates. Now onto the data! ...