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Tomorrow's ECI Could Be Bad News
Q2's Employment Cost Index (ECI) comes out tomorrow morning. In his press conference yesterday, Fed Chair Jerome Powell…
Fed
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Jamie's Hurricane
The stock market is down this morning on worse-than-expected PPI inflation news, heightening fears of more aggressive Fed tightening and…
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The Rent Is Too D@mn High!
The Fed's ultra-easy monetary policies, in response to the pandemic, caused home prices to soar, and now rents…
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Protracted Inflation
Inflation is no longer transitory or persistent. It is protracted. The headline and core CPI inflation rates have yet to…
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More Central Bank Tightening
Don't fight the central banks when they are fighting inflation. Stock prices dropped today on news that the…
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Quantitative Tightening Begins
In recent conversations with our accounts, we have been hearing more concern about the Fed’s second round of quantitative…
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Market Is Up Despite Hawkish Powell Interview
Can the stock market finally overcome bad news? Imagine if Fed Chair Jerome Powell pivots further to the hawkish, dark side and says that he cannot guarantee that the Fed’s monetary tightening won’t cause a recession.…
