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A Quiet Day For A Change
The Dow Jones Industrial Average wasn't up or down by 1,000 points today. The S&P…
Recession
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Is The Economy On The Edge?
The good news is that the Magnificent-7 are still magnificent. Three of them (Alphabet, Meta, and Microsoft) beat earnings expectations…
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Bond Vigilantes Hit Another Homerun
"Bond investors are the economy's bond vigilantes. ... So if the fiscal and monetary authorities won’t regulate…
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S&P 500 EPS At Record High During Q2
Now that the S&P 500 companies are more than 90% through the Q2 earnings reporting season, let'…
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Is The Fed Put Back?
The financial markets seem to believe that the Fed Put is back. The recent batch of weaker-than-expected economic indicators raised…
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Time To Get Some Worry Beads?
Today's batch of economic indicators was relatively upbeat. June's JOLTS report showed that jobs remained plentiful.…
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The Urge To Merge
When the banking crisis occurred during March, we concluded that the Fed's emergency liquidity response would contain the…
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Jamie Dimon Ambiguates About A Recession
Some of the largest banks in the country— JPMorgan Chase, Wells Fargo, and Citigroup—kicked off the official start to…
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The Economic Week Ahead: July 17-21
The good news is that the Federal Open Mouth Committee is prohibited from talking publicly now until July 27. That&…
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May's Regional Business Surveys Remained Weak
A federal debt ceiling deal is in the works. The stock market yawned. The bond market rallied. Interest rates fell…
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Raising Odds of Soft Landing
Beware: Bullish sentiment is improving, which is bearish from a contrarian perspective. On Tuesday, Rick Rieder, who is BlackRock’s…
