paid JOLTS • 2 min read Fed Put Jolts Stocks To New Record High The S&P 500 jumped to a new record high of 5509 today on better-than-expected Tesla vehicle deliveries. In…
paid Bond Market • 3 min read Treasuries Anticipating Trump 2.0? Long-term US government bond prices fell sharply since the presidential debate on Thursday evening. The 10-year Treasury yield rose from…
paid Stock Market • 2 min read Market Call: Is The Stock Market Hazardous? The stock market rose to another record high last week. It has been doing so in recent weeks led by…
paid Week Ahead • 2 min read The Economic Week Ahead: July 1-5 We know there will be fireworks on July 4th. The question is whether we should expect any blasts or just…
paid Deep Dive • 7 min read DEEP DIVE: Charging Bull Strategy I: Hoof Marks. Even the bulls are getting trampled by the bull market in stocks. Many investment strategists are…
paid GDP • 3 min read Another Soft Patch The economy has experienced neither a hard landing nor a soft landing since the Fed started tightening monetary policy in…
paid Inflation • 3 min read Rate Cuts This Year Unlikely As Fed Gets Closer To 2.0% Target We still expect that the Fed's preferred core PCED inflation measure will fall to the Fed's…
paid Employment • 2 min read Confidence Survey Shows Jobs Are Still Relatively Plentiful The first available monthly indicator of the labor market is the "jobs plentiful" series in the Consumer Confidence…
paid Technology • 3 min read Technology Now & Then Are stock market valuations too high? There is no obvious answer to the valuation question. So we are dependent on…
paid Week Ahead • 3 min read The Economic Week Ahead: June 24-28 The key indicator everyone's watching this week is May's PCED (Fri). We expect the Fed'…
public Market Call • 3 min read Market Call: Bad Breadth Again The stock market has a bad breadth problem again. For a while, it seemed to be attributable to the outperformance…
paid Deep Dive • 10 min read DEEP DIVE: Winning Streaks Usually Don't Last Forever TAMED I: Technical Analysis Of Macro Economic Data. Over the past two years, the hard landers had innumerable theories and…