members Inflation • 3 min read A Quiet Day For A Change The Dow Jones Industrial Average wasn't up or down by 1,000 points today. The S&P…
public Recession • 3 min read 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…
paid Bond Vigilantes • 3 min read Bond Vigilantes Hit Another Homerun "Bond investors are the economy's bond vigilantes. ... So if the fiscal and monetary authorities won’t regulate…
paid Earnings Season • 3 min read 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'…
paid Fed • 3 min read 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…
paid Recession • 2 min read Time To Get Some Worry Beads? Today's batch of economic indicators was relatively upbeat. June's JOLTS report showed that jobs remained plentiful.…
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…
public Banks • 2 min read 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…
paid Week Ahead • 2 min read 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&…
paid Recession • 1 min read 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…
paid Recession • 1 min read 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…