paid Deep Dive • 4 min read DEEP DIVE: A Positive Outlook For Q2 Earnings Reporting Season Joe has been tracking the quarterly earnings forecast for S&P 500 companies collectively each week since the series…
paid CPI • 2 min read Disinflating CPI Broadens Market Rally As Investors Rotate To SMidCaps This morning, we weren't surprised by June's lower-than-expected CPI report. It does increase the odds of…
paid Stock Market • 3 min read Meltup! We are raising our yearend target for the S&P 500 to 5800 from 5400. We are still targeting…
paid Banks • 3 min read Banking on Looser Regulation Bank stocks popped today after Reuters reported that the Fed is considering relaxing a regulation, i.e., the GSIB Surcharge.…
paid Consumer • 2 min read Giving Credit To The Consumer The strength of the US consumer has underpinned much of the current bull market in stocks. In recent months, rising…
public Stock Market • 2 min read Market Call: The Bull Market's Alleged Vulnerabilities The stock market's bull run since October 12, 2022 has raised some concerns lately. According to the naysayers,…
paid Week Ahead • 3 min read The Economic Week Ahead: July 8-12 Last month, lower-than-expected CPI and PPI inflation readings for May, along with rising unemployment claims for June, raised market expectations…
paid Unemployment • 3 min read Soft Patch Getting Softer. Is That Raising Odds of Fed Rate Cut in September & Stock Market Meltup? Last week and this week have been good ones for the recession camp of economists. Indeed, the Atlanta Fed'…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 7/3/24 Personal consumption expenditures data for May suggest clear skies on both the inflation and income fronts: The PCED has been…
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…