paid CPI • 3 min read Eyeing the CPI Federal Reserve Chair Jerome Powell's congressional testimony today confirmed that the Fed remains in a dovish pause mode.…
paid Manufacturing • 3 min read Make Manufacturing Great Again! Markets were abuzz with headlines from Washington today. The S&P 500 opened 1.7% lower on the weekend&…
paid Banks • 3 min read Today Was A Good Day Both stocks and bonds benefitted from good news across the earnings, macroeconomic, and geopolitical fronts today. Financial stocks jumped as…
paid Surveys • 3 min read 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…
paid Earnings Season • 3 min read 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'…
paid Week Ahead • 3 min read 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.…
paid Banks • 3 min read Banking on Looser Regulation Bank stocks popped today after Reuters reported that the Fed is considering relaxing a regulation, i.e., the GSIB Surcharge.…
paid Fed • 2 min read Powell On "60 Minutes" Fed Chair Jerome Powell wants to make sure we all get the message he delivered at his presser last Wednesday.…
public Fed • 2 min read 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…
paid Stock Market • 2 min read 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…
paid Week Ahead • 2 min read 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…
paid 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…