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The Economic Week Ahead: September 16-20
The main event this week is the FOMC meeting (Wed). The Fed is widely expected to cut the federal funds…
Fed
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CPI Triggered Stock Market Hissy Fit
This morning's CPI report showed inflation continues to moderate. Nevertheless, stock prices initially fell sharply on the news.…
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Market Call: Did Powell Just Pour Gasoline On Stock Market's Fire?
Fed Chair Jerome Powell's speech at Jackson Hole on Friday was unambiguously dovish, as we observed in that…
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Powell Confirms Fed's Pivot To Rate Cuts. Doesn't Push Back Against Market Expectations.
Fed Chair Jerome Powell was dovish in his Jackson Hole speech today. He didn't hedge. He didn'…
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Are Grocery Stores Price Gouging?
Today, Target CEO Brian Cornell said that there's no room for price gouging in a super competitive business…
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2% Inflation: Are We There Yet?
On long car rides, the kids in the back seat ask their parents, “Are we there yet?” Investors have been…
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Market Call: More Churning?
We've been expecting the stock market to churn for a while. We didn't expect it would…
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Is Japan's Carry-Trade Earthquake Over Yet?
This morning, US stocks and bonds were quick to price in Japan's stock market carnage overnight. Tokyo'…
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Powell Says Economy Is Normalizing & September Rate Cut Is On The Table
The Federal Open Market Committee (FOMC) left the federal funds rate (FFR) unchanged between 5.25%-5.50% at today&…
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The Economic Week Ahead: July 29-Aug 2
The week ahead is packed with economic indicators, but all eyes will be on the Fed's interest rate…
