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From Election Uncertainty To Policy Uncertainty
The NFIB survey of small business owners was released today showing a record high in their uncertainty index during October…
Banks
18 posts
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Big Bank Earnings Are Rip Roaring
The third year of the current bull market in stocks got off to a good start this week. It'…
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The Economic Week Ahead: August 5-9
The week ahead is relatively light in terms of economic reports. It's also light on talking Fed heads.…
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Banking on Looser Regulation
Bank stocks popped today after Reuters reported that the Fed is considering relaxing a regulation, i.e., the GSIB Surcharge.…
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Powell On "60 Minutes"
Fed Chair Jerome Powell wants to make sure we all get the message he delivered at his presser last Wednesday.…
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The Economic Week Ahead: February 4-9
Now that the latest meeting of the Federal Open Mouth Committee is over, we can expect lots of chatter from…
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Market Dives As Powell Pushes Back
As we expected, Fed Chair Jerome Powell pushed back on market expectations of a federal funds rate cut in March…
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The Economic Week Ahead: November 6 - 10
It's a light week for US economic indicators. However, the FOMC's blackout period is over, so…
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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…
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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…
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Q2 Earnings Reporting Season Starts With the Big Banks
The Q2 earnings season starts off this week with the major banks reporting their results. Based on weekly data provided…
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Rally Could Broaden Led By Financials
The stock market rally narrowed significantly when the banking crisis clobbered the S&P 500's Financials sector…
