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Market Call: $100 Oil, $3000 Gold?
Will the current decade turn out to be like the 1920s, 1970s, or 1990s? We are still assigning subjective probabilities…
Stephen Rybka
8 posts
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Market Call: Refreshing Pause For Bulls & Reindeer
The federal funds rate futures market is anticipating two 25bps cuts in the federal funds rate over the next 12…
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The Economic Week Ahead: July 31-August 4
The M-PMI is released on the first business day of each month. The NM-PMI is released two days later. We…
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Inflation Shock Continues to Abate
The pandemic was a shock. It caused lots of aftershocks including an inflation problem which was widely expected to be…
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Market Call
The S&P 500 was up 16.9% from last year’s low of 3577.03 on October 12,…
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US Tech Production Booming
The S&P 500 Information Technology sector and the Communication Services sector
are down 13.9% and 14.7%…
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