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We Have Nothing To Fear But Nothing To Fear
Fed Chair Jerome Powell was very reassuring during his congressional testimony today. He said the economy is fine, inflation is…
Fed
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Higher For Longer
We've been in the higher-for-longer camp regarding the outlook for the federal funds rate (FFR) since the end…
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Inflation Scare
Today, January's CPI inflation rate was slightly higher than expected. But the upside surprise was enough to convince…
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Powell On "60 Minutes"
Fed Chair Jerome Powell wants to make sure we all get the message he delivered at his presser last Wednesday.…
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The Economic Week Ahead: February 4-9
Now that the latest meeting of the Federal Open Mouth Committee is over, we can expect lots of chatter from…
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What Will Powell Say?
Fed Chair Jerome Powell might disappoint the markets on Wednesday, when he conducts his press conference to discuss the decision…
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Market Call: Between Iran & A Hard Place
Geopolitical events and crises rarely influence Fed policymaking. This time it might be different. The war that began on October…
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What Is Powell Thinking?
This question was partially answered yesterday in a speech by Fed Governor Christopher Waller: "This cycle, however, with economic…
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Bad Apple?
The MegaCap-8 stocks led the S&P 500 down during the first two days of trading in 2024 (chart)…
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Bond & Stock Prices In Mini Meltup Over Soft Landing
Investors are obviously relieved that the economy may be on a sustainable soft-landing path and might avoid a recession (again)…
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A Christmas Market For The Bull? S&P 500 At 6000 In 2025?
Christmas is in two weeks. This year's Santa Claus rally started early, i.e., on October 27. Will…
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The Economic Week Ahead: December 11 - 15
The big event of the week will be the FOMC meeting (Tue & Wed) followed by Fed Chair Jerome Powell&…
