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Powell Is Too Dovish
The monetary policy hawks may be coming home to roost at the Fed's November 6-7 meeting. September'…
Fed
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Market Call: Back To Higher For Longer?
Remember the "higher for longer" mantra about the outlook for the federal funds rate (FFR) during the spring?…
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Big Employment Increase Puts Recession Story to Bed
This morning's payroll employment report for September and upward revisions for July and August were much stronger than…
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Powell Declares Mission Accomplished
The Fed cut the federal funds rate (FFR) by 50bps today. This marks the end of the Fed’s monetary…
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The Economic Week Ahead: September 16-20
The main event this week is the FOMC meeting (Wed). The Fed is widely expected to cut the federal funds…
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CPI Triggered Stock Market Hissy Fit
This morning's CPI report showed inflation continues to moderate. Nevertheless, stock prices initially fell sharply on the news.…
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Market Call: Did Powell Just Pour Gasoline On Stock Market's Fire?
Fed Chair Jerome Powell's speech at Jackson Hole on Friday was unambiguously dovish, as we observed in that…
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Powell Confirms Fed's Pivot To Rate Cuts. Doesn't Push Back Against Market Expectations.
Fed Chair Jerome Powell was dovish in his Jackson Hole speech today. He didn't hedge. He didn'…
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Are Grocery Stores Price Gouging?
Today, Target CEO Brian Cornell said that there's no room for price gouging in a super competitive business…
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2% Inflation: Are We There Yet?
On long car rides, the kids in the back seat ask their parents, “Are we there yet?” Investors have been…
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Market Call: More Churning?
We've been expecting the stock market to churn for a while. We didn't expect it would…
