public Fed • 3 min read Powell & Co. Remain Dovish Powell & Co. were more dovish today than we (and stock investors) expected. The FOMC's Summary of Economic…
paid Fed • 2 min read The Urge To Merge When the banking crisis occurred during March, we concluded that the Fed's emergency liquidity response would contain the…
paid China • 2 min read What's the Matter with China? The People’s Bank of China (PBOC) stands out among the major central banks. It is the only one that…
public Fed • 1 min read Fed Hawks Down! The FOMC raised the federal funds rate by 25bps to 4.75%-5.00%. The committee's statement reassuringly…
public Fed • 2 min read The Fed Has Done Enough The banking crisis might be equivalent to a 100bps hike in the federal funds rate. We are just guessing, but…
public Fed • 2 min read Fed May Be Dialing Back On Hawkish Squawking The S&P 500 rallied 2.37% to 3,752.75 on Friday as the 2-year US Treasury note…
paid Recession • 1 min read Another Awful Risk-Off Week The bad news for the stock market this past week actually started on September 16 in the morning after FedEx…
public Fed • 2 min read Fed Stays On Tightening Course The Fed lifted the federal funds rate range by 75bps to 3.00%-3.25%. Stocks sold off as Fed…
public Fed • 2 min read The Chairman's Speech: What Will Jerome Powell Say? Have you heard? Fed Chair Jerome Powell will speak on Friday morning at the Federal Reserve Bank of Kansas City’…
public Inflation • 2 min read Inflation Is Global & Local Inflation has soared around the world over the past year. At first, last spring, it was attributed to “transitory” supply-chain…
paid Fed • 1 min read More Central Bank Tightening Don't fight the central banks when they are fighting inflation. Stock prices dropped today on news that the…