paid Week Ahead • 2 min read 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…
paid Stock Market • 2 min read 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 Employment • 2 min read 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 S&P 500 Earnings • 2 min read 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 Week Ahead • 2 min read 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 Bonds • 2 min read 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 Price • 2 min read 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 Bonds • 2 min read 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 Week Ahead • 2 min read 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 Economy • 2 min read 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 Inflation • 2 min read 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 Market • 2 min read 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)…