paid
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…
Fed
96 posts
paid
paid
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
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
Consumers Fretting More About Credit & Less About Inflation
Tech stocks seem to go up whenever the bond yield stops doing so. Leading tech stocks higher today was Tesla,…
paid
PCED Inflation Rate Still On Moderating Course
Both the headline and core PCED inflation rates rose 0.2% m/m in July. Fed Chair Jerome Powell anticipated…
paid
Hooray! Job Openings & Quits Fall
The stock market rallied on Friday, Monday, and today despite Fed Chair Jerome Powell’s hawkish speech at Jackson Hole…
paid
paid
The Urge To Merge
When the banking crisis occurred during March, we concluded that the Fed's emergency liquidity response would contain the problem. We…
paid
Rolling Recession Rolling Over Commercial Real Estate (CRE)
The rolling recession is rolling over the commercial real estate market (CRE), especially the market for urban office buildings. In…
paid
The Economic Week Ahead: July 24-28
The Fed is widely expected to hike the federal funds rate (FFR) on Wednesday by 25bps to a range of…
paid
paid
Market Not Fazed By Bearish Fed and Nvidia Talk
The stock market held up remarkably well yesterday despite Fed Chair Jerome Powell's warning that "there's more restriction coming" because…
