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Hawks Fly Higher For Longer Than Doves
It's official: Fed Chair Jerome Powell confirmed today that he and his colleagues aren't convinced that…
Stock Market
The stock market is driven by two key variables: the earnings estimates of industry analysts and the valuation multiple that investors are will to pay for those expectations. These QuickTakes monitor the latest developments relevant to stock investors.
147 posts
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More Bumps Ahead?
Fed Chair Jerome Powell has often said that the road toward lowering inflation down to the Fed's 2.…
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Dr Ed's Market Calls .... as reported in the financial press
We are often asked about our track record in predicting the economy and financial markets. In response, we've…
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Performance Derby
The stock market rally should continue to broaden as investors realize that the MegaCap-8 are not bulletproof. Tesla has competitors…
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Market Call: The Fed Put Is Back
Last week, the FOMC released its latest quarterly Summary of Economic Projections (SEP) for March. Compared to December's…
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Moon Shot
The S&P 500 rose to yet another record high today closing at 5241.53 (chart). We wrote the…
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The S&P 500/400/600 Performance Derby
The S&P 500 LargeCap stock price index is up 44.0% since the end of the latest bear…
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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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Happy Groundhog Day!
Punxsutawney Phil, the famous groundhog, woke up this morning and did not see his shadow, calling for an early spring.…
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Market Dives As Powell Pushes Back
As we expected, Fed Chair Jerome Powell pushed back on market expectations of a federal funds rate cut in March…
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Market Call: Three Scenarios
We now see three possible historical precedents for the economy, the Fed, and the stock market's performance ahead:…
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Market Call: What Should We Root For?
Both the bond and stock markets didn't do much on Friday following the release of December's…
