pagado Empleo - 2 min read The Economic Week Ahead: October 2 - 6 The first week of the month is usually jampacked with employment indicator releases. On balance, we expect they will show…
pagado Fed - 2 min read Talking Heads Talk Stocks Down We were surprised that stock prices didn't drop yesterday along with bond prices. So we aren't…
pagado Fed - 2 min read FOMC's Message: High For Longer The FOMC’s latest Summary of Economic Projections (SEP) released today shows that the median forecast of the federal funds…
pagado Fed - 2 min read The Economic Week Ahead: September 18-22 The Dot Plot thickens! Other than another FOMC meeting, it's a slow week ahead for economic indicators. The…
pagado Inflación - 2 min read Consumers Fretting More About Credit & Less About Inflation Tech stocks seem to go up whenever the bond yield stops doing so. Leading tech stocks higher today was Tesla,…
pagado Inflación - 2 min read PCED Inflation Rate Still On Moderating Course Both the headline and core PCED inflation rates rose 0.2% m/m in July. Fed Chair Jerome Powell anticipated…
pagado Empleo - 2 min read Hooray! Job Openings & Quits Fall The stock market rallied on Friday, Monday, and today despite Fed Chair Jerome Powell’s hawkish speech at Jackson Hole…
pagado Fed - 2 min read The Urge To Merge When the banking crisis occurred during March, we concluded that the Fed's emergency liquidity response would contain the…
pagado Banks • 2 min read Rolling Recession Rolling Over Commercial Real Estate (CRE) The rolling recession is rolling over the commercial real estate market (CRE), especially the market for urban office buildings. In…
pagado Week Ahead • 2 min read The Economic Week Ahead: July 24-28 The Fed is widely expected to hike the federal funds rate (FFR) on Wednesday by 25bps to a range of…