paid Fed • 2 min read Talking Heads Talk Stocks Down We were surprised that stock prices didn't drop yesterday along with bond prices. So we aren't surprised to see stock…
paid S&P 500 • 2 min read Strikes and Shutdowns and Bond Yields, Oh My! The stock market held up surprisingly well today under the circumstances: The UAW strike is shutting down more auto production.…
paid Market Call • 2 min read Market Call: Powell Says Be Careful In his presser last Wednesday, Fed Chair Jerome Powell mentioned "careful" and "carefully" 16 times mostly to describe how the…
paid Week Ahead • 2 min read The Economic Week Ahead: September 25-29 This is a relatively slow week for economic data. That means that the markets will be mostly entertained by the…
paid S&P 500 • 2 min read Bond Yield Climbs to 4.50% As Yield Curve Is Disinverting. The Fed's hawkish pause, announced on Wednesday afternoon, has lifted the 10-year US Treasury yield to 4.50% this evening.…
paid Economy • 2 min read Good News Is Bad News, For Now The Fed's hawkish pause has unsettled the bond and stock markets. During 2022 and early 2023, the widespread fear was…
paid Fed • 2 min read FOMC's Message: High For Longer The FOMC’s latest Summary of Economic Projections (SEP) released today shows that the median forecast of the federal funds…
paid Bond Market • 2 min read Canada's Inflation Spooks Bonds Around the World Canada's CPI inflation rate in August jumped to 4.0% from 3.3% in July on higher gasoline prices. Shelter…
paid Deep Dive • 6 min read DEEP DIVE: Inflation: The 1970s Again? US Economy I: Raising Odds of a Recession a Tad On July 31, Debbie and I lowered our odds of…
public Market Call • 2 min read Market Call: September Isn't Over Just Yet September is usually a nice month weather-wise. After the dog days of summer, the temperature starts to cool with occasional…
paid Fed • 2 min read The Economic Week Ahead: September 18-22 The Dot Plot thickens! Other than another FOMC meeting, it's a slow week ahead for economic indicators. The committee's statement…
paid Inflation • 2 min read Action Packed Week It certainly has been an action-packed week so far, and there is still Friday to go. Today, the ECB raised…