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…
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…
paid Week Ahead • 2 min read The Economic Week Ahead: July 3-7 The first week of every month tends to be jampacked with employment and PMI releases. All eyes will be on…
paid Week Ahead • 2 min read The Economic Week Ahead: May 22-26 On Friday, Fed Chair Jerome Powell said that monetary policy is "restrictive." So Fed policy will be data-dependent,…
paid Surveys • 1 min read New York's Regional Business Survey Shows Lots of Weakness Business activity fell sharply in New York State, according to firms responding to the May 2023 Empire State Manufacturing Survey…
paid Week Ahead • 2 min read The Economic Week Ahead: May 15-19 The week ahead is jampacked with coincident and leading economic indicators. The most up-to-the-minute ones will be May 12 mortgage…
paid Consumer • 2 min read Foul Moods The S&P 500 fell 1.6% today mostly because First Republic's earnings report reminded investors that…
paid S&P 500 • 1 min read An Upbeat Earnings Indicator Why has the stock market been holding up so well so far this year despite lots of pessimism about an…
paid Week Ahead • 1 min read The Economic Week Ahead: April 24-28 This week is jampacked with economic indicators and earnings reports. The BIGGEST numbers will come out on Friday for the…
paid Week Ahead • 2 min read The Economic Week Ahead: April 17-21 This is a light week for economic indicators, but there will be plenty of earnings calls to keep investors busy.…
paid Surveys • 1 min read Labor Market Tight. Goods Market Not So. The Fed would like to see fewer job openings to help moderate wage inflation. The time series is reported in…