paid Bond Market • 1 min read Bonds Yields Down On Weak Goods Economy Bond yields continued to fall today on December's weak manufacturing regional surveys conducted by five of the 12…
paid Week Ahead • 2 min read The Economic Week Ahead: November 6 - 10 It's a light week for US economic indicators. However, the FOMC's blackout period is over, so…
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…
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…
public Week Ahead • 2 min read The Economic Week Ahead: September 11-15 This could be a big week for the stock and bond markets. There will be lots of market-moving inflation indicators:…
paid Sentiment • 2 min read Bull/Bear Ratios Tank, So Stocks Move Higher The S&P 500 is up 3.2% since last Thursday's close even though Fed Chair Jerome…
paid S&P 500 Sectors • 2 min read Time To Rotate The Tires & The Portfolio? The S&P 500 fell 0.68% and the Nasdaq 100 lost 2.28% today on disappointing earnings calls…
paid AI • 2 min read AI Driving Market Meltup Today's economic indicators were weak, but the stock market rose to yet another new bull market high boosted…
paid Economy • 2 min read Rollercoaster Ride in the Bond Market At the start of this year, the widespread economic consensus was that a hard landing is coming. The consensus changed…
public Bonds • 2 min read Bond Yields Spiraling Downward What does the bond market know that the equity market doesn't? The yield on the 10-year Treasury is…
paid Surveys • 1 min read Labor Market Tight. Goods Market Not So. The Fed would like to see fewer job openings to help moderate wage inflation. The time series is reported in…
paid Inflation • 2 min read Loose Fed Lips Sink Stocks & Bonds Stock and bond prices fell today as two none-voting FOMC participants (Bullard & Mester) suggested that higher-for-longer interest rates will…