pagado Sentiment • 2 min read Market Not Fazed By Bearish Fed and Nvidia Talk The stock market held up remarkably well yesterday despite Fed Chair Jerome Powell's warning that "there'…
pagado Inflación - 2 min read Core Inflation: The True Story A few of our QT members asked us to explain why core CPI inflation, which has been so sticky over…
pagado Fed - 2 min read A Hawkish Skip at the Fed In this past Sunday's QT, we wrote: "On Wednesday, Fed Chair Jerome Powell will update us on…
pagado Bolsa - 2 min leer The Bull Was Pleasantly Surprised by May's CPI Today Stock prices rallied from the open today on May's CPI report. It wasn't surprisingly good. But…
pagado Week Ahead • 2 min read The Economic Week Ahead: June 12-16 This will be a head spinning week. It could also be another rollercoaster ride in the financial markets. Maybe we…
pagado Unemployment • 2 min read Two Known Knowns About the Economy Investors are confused: Is the economy strong or is it weak? The answer is "Yes." The labor market…
pagado Bond Market • 2 min read What's Driving Bond Yields? Two of our favorite technical indicators for the 10-year Treasury bond yield are currently bullish. The yield tends to be…
público Banks • 2 min read Credit Crunch Ahead? SLOOS was on the loose today, yet stock prices continued to snooze. The Fed's Senior Loan Officer Opinion…
pagado Buybacks • 2 min read Keep Your Seatbelt on and Get a Neck Brace The S&P 500 rallied along with regional bank stocks today. It found support yesterday at its 50-day moving…
público Fed - 2 min read Powell's Plateau The current consensus in the financial markets seems to be that the FOMC is done hiking the federal funds rate…
pagado Fed - 2 min read Markets' Message to the Fed: Just Say No to More Rate Hikes The stock market sent a message to the FOMC today: Cease and desist from any more rate hikes, please. The…
pagado Week Ahead • 1 min read The Economic Week Ahead: May 1-5 This is another big week for earnings reports, which have been mostly better than expected so far. In addition, the…