pagado Temporada de ganancias - 3 min read S&P 500 EPS At Record High During Q2 Now that the S&P 500 companies are more than 90% through the Q2 earnings reporting season, let'…
pagado Fed - 3 min leer Is The Fed Put Back? The financial markets seem to believe that the Fed Put is back. The recent batch of weaker-than-expected economic indicators raised…
pagado Recession • 2 min read Time To Get Some Worry Beads? Today's batch of economic indicators was relatively upbeat. June's JOLTS report showed that jobs remained plentiful.…
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…
público Banks • 2 min read Jamie Dimon Ambiguates About A Recession Some of the largest banks in the country— JPMorgan Chase, Wells Fargo, and Citigroup—kicked off the official start to…
pagado Week Ahead • 2 min read The Economic Week Ahead: July 17-21 The good news is that the Federal Open Mouth Committee is prohibited from talking publicly now until July 27. That&…
pagado Recession • 1 min read May's Regional Business Surveys Remained Weak A federal debt ceiling deal is in the works. The stock market yawned. The bond market rallied. Interest rates fell…
pagado Recession • 1 min read Raising Odds of Soft Landing Beware: Bullish sentiment is improving, which is bearish from a contrarian perspective. On Tuesday, Rick Rieder, who is BlackRock’s…
público Leading Indicators • 2 min read Misleading Economic Indicator? Today's Composite Economic Indicators, compiled by the Conference Board, are pointing in different directions. The Index of Leading…
pagado Surveys • 1 min read New York's Regional Business Survey Shows Lots of Weakness Business activity fell sharply in New York State, according to firms responding to the May 2023 Empire State Manufacturing Survey…
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…