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Powell Turns Even More Hawkish
During his press conference today, Fed Chair Jerome Powell continued to read from the Volcker 2.0 script. His punchline…
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What Will Powell Say?
Tomorrow afternoon, the FOMC is widely expected to increase the federal funds rate by 75bps to a range of 3.…
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The Economic Week Ahead, October 31-November 4
It's yet another Fed week. On Wednesday, the FOMC is expected to announce another 75bps hike to a…
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Stocks Float As 2-Year Yield & Dollar Sink
The S&P 500 bottomed this morning around 10 a.m. about 1% below yesterday's close on…
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MegaCaps, ECB & ECI
History shows that the Santa Claus rally usually starts during October. This year, the S&P 500 had a…
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Fed May Be Dialing Back On Hawkish Squawking
The S&P 500 rallied 2.37% to 3,752.75 on Friday as the 2-year US Treasury note…
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S&P 500: Why Today's Sizzle?
The S&P 500 sizzled last week on Thursday. It fizzled on Friday. Why is it sizzling again today?…
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Good News Bears
The good news is that the S&P 500 rose 1.5% this past week. The bad news is…
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The Fed Is Too Hawkish
Stock prices were beat down today by three downbeat and hawkish Fed officials (Fed Governor Lisa Cook, San Francisco Fed…
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Fed Wants To See Fewer Job Openings
It's been a great October so far for bond and stock investors. Last week's pivot by…
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The Stock Market's Latest Bungee Jump
The S&P 500 fell 2.9% last week. Today, it rallied 2.6% to 3678.43, back above…
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Is Something About To Break?
The 2-year/10-year Treasury yield curve has been inverted in recent weeks. The yield curve has a history of inverting…
