paid
Disinflating CPI Broadens Market Rally As Investors Rotate To SMidCaps
This morning, we weren't surprised by June's lower-than-expected CPI report. It does increase the odds of…
CPI
20 posts
paid
public
The Week Ahead: May 13 - 17
The week ahead is jampacked with economic indicator releases. The big ones are for inflation, retail sales, and production. They…
paid
The Last Mile
Will the Fed start raising the federal funds rate again? We expect to be hearing this question more often following…
public
This Week: January 8 - 12
The second week of the month tends to be light on economic releases compared to the other weeks of the…
paid
Inflation Is Still Cooling
Today's CPI report suggests that inflation is continuing to cool. That's not a new development so…
public
Market Call: September Isn't Always A Bad Month For Stocks
September is the Rodney Dangerfield of the 12 months; it gets no respect because it has been the worst month…
paid
The Economic Week Ahead: September 5-8
It's a short week ahead and a light one for economic releases. We expect that the financial markets…
public
China Exporting Deflation to US
The US doesn't have to experience a recession to bring inflation down if China's export prices…
