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Bad Apple?
The MegaCap-8 stocks led the S&P 500 down during the first two days of trading in 2024 (chart)…
Fed
157 puestos
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público
Bond & Stock Prices In Mini Meltup Over Soft Landing
Investors are obviously relieved that the economy may be on a sustainable soft-landing path and might avoid a recession (again)…
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A Christmas Market For The Bull? S&P 500 At 6000 In 2025?
Christmas is in two weeks. This year's Santa Claus rally started early, i.e., on October 27. Will…
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The Economic Week Ahead: December 11 - 15
The big event of the week will be the FOMC meeting (Tue & Wed) followed by Fed Chair Jerome Powell&…
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Loose Fed Lips Sink Yields
Not much happened in the stock market today even though the 10-year bond yield fell to 4.34% from a…
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Fed Not Even Thinking About Thinking About Cutting Rates
That's the basic message of the FOMC's minutes released today. The word "restrictive" was…
pagado
Taking A Well-Deserved Break
Today was a day of rest in the bond and stock markets. They didn't do much. Perhaps the…
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Another Happy Day For Bond & Stock Investors
As inflation continues to descend, bond and stock prices are ascending. Today's lower-than-expected CPI inflation report confirms that…
pagado
Powell Is Still Calling The Shots
The bid-to-cover ratio is the dollar value of bids compared with the dollar value of debt offered. Falling bid-to-cover ratios…
público
SLOOS Shows Looser Credit Conditions
The Fed may not be as almighty as Fed officials believe. The FOMC has raised the federal funds rate aggressively…
público
Powell Remains Hawkish
Fed Chair Jerome Powell should be very concerned about the rapid disinversion of the yield curve since early July as…
pagado
Is Inflation Persistent, Sticky, or Transitory?
In our opinion, price inflation is turning out to be transitory after all. Wage inflation is more persistent, but moderating.…
