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Powell's Plateau
The current consensus in the financial markets seems to be that the FOMC is done hiking the federal funds rate…
Recession
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Stocks Buoyed By Solid Consumer Indicators
The widely anticipated recession is still MIA. That's one reason why stocks have rebounded smartly since October 12,…
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Inventories Depress GDP
Economic growth wasn't as weak as suggested by real GDP which rose only 1.1% (saar) during Q1.…
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Recession Drumbeat Getting Louder
The S&P 500 has been holding up quite well as the the nattering nabobs of negativism beat their…
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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…
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Capital Spending Getting A Lift From Washington
Inflation-adjusted capital spending rose 4% y/y during Q4. That was a solid increase. However, it may be starting to…
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The Economic Week Ahead, Feb. 27 - Mar. 3
The economic indicators this week are likely to confirm that the economy is experiencing a rolling recession. Single-family housing is…
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Regional Puzzle Pieces Showing Slowing Economy & Inflation
Almost everyone working on Wall Street is on vacation, except for the bears. They've been munching on stock…
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2023: Another Year of Living Dangerously?
With the benefit of hindsight, the title of this QT certainly applied to 2022. It was a tough year for…
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What Are We Rooting For?
On Tuesday, the stock market sold off on fears of a hard landing. On Wednesday, the market rallied on better-than-expected…
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Is Santa Making A Comeback?
Stock prices rebounded solidly from yesterday's selloff. Better-than-expected news from Nike and FedEx helped reduce fears of a…
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Fireworks Before Christmas?
Santa is on his back foot. Fed Chair Powell's presser was hawkish last Wednesday. Thursday's batch…
