paid
The Economic Week Ahead: November 27 - December 1
The BIG number of the week is likely to be October's personal consumption expenditures deflator (Thu). It should confirm the…
Surveys
28 posts
paid
paid
Halloween Is Over. Is Santa Here Already?
It's possible that the S&P 500 bottomed today. Bond King Jeffrey Gundlach appeared on CNBC following Fed Chair Jerome…
paid
Will Powell Sound More Dovish On Wednesday?
The short answer is: We doubt it. It's unlikely that his views on the economy and monetary policy have changed…
paid
Everything Is OK Except For...
The Q3 earnings reporting season is underway and going well with Microsoft delivering a big upside earnings surprise after today's…
public
The Economic Week Ahead: October 23-27
This week should be another disappointing one for the hard-landers. That's been true all year and especially during Q3, when…
paid
A Sunny Day With Storm Clouds
Despite the dark news coming out of the Middle East, today was sunny in the bond and stock markets. It's…
paid
Oil's Slippery Slope
The 10-year Treasury bond yield fell for a change today. It peaked at 4.87% at 2:45 am, but…
paid
Why Is the Bond Yield Soaring?
The latest batch of economic indicators was weaker than expected. On Friday, we learned that real personal consumption expenditures rose…
paid
The Economic Week Ahead: September 25-29
This is a relatively slow week for economic data. That means that the markets will be mostly entertained by the…
paid
Good News Is Bad News, For Now
The Fed's hawkish pause has unsettled the bond and stock markets. During 2022 and early 2023, the widespread fear was…
paid
Bond Prices Are Tuning Out Some Bad News For Now
The good news this morning was that the bond yield held below 4.30% despite rising oil prices and a…
paid
Bond Vigilantes Running Into Some Resistance
The 10-year US Treasury bond yield continues to run into resistance around 4.25%, which was last year's high (chart)…
