paid
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…
Fed
163 posts
paid
paid
Fed Put Jolts Stocks To New Record High
The S&P 500 jumped to a new record high of 5509 today on better-than-expected Tesla vehicle deliveries. In…
paid
Rate Cuts This Year Unlikely As Fed Gets Closer To 2.0% Target
We still expect that the Fed's preferred core PCED inflation measure will fall to the Fed's…
paid
Inflation Moderates & Stocks Soar As Fed Aims For One Rate Cut In 2024
Hooray! The S&P 500 closed slightly above our yearend target of 5400 today (chart). The same thing happened…
paid
Charging to New Highs
The S&P 500 rose to yet another record high today, once again led by semiconductor stocks, in particular,…
paid
Is The Fed Put Back?
The financial markets seem to believe that the Fed Put is back. The recent batch of weaker-than-expected economic indicators raised…
paid
Market Call: Another Rollercoaster Ride.
Friday was another wild ride on the S&P 500 rollercoaster. At first, stock prices rose after April'…
paid
Bonds Weighing On Stocks
Yesterday, Minneapolis Fed President Neel Kashkari told CNBC that he wants to see "many more months of positive inflation…
paid
Will Nvidia Trump The Fed?
Yesterday's FOMC minutes confirmed that Fed officials are in no rush to lower the federal funds rate (FFR)…
public
The Recession Claim
One of our competitors claims that we are in a recession. Another claims that we will soon be in a…
paid
Powell Says No Stag, No Flation.
Fed Chair Jerome Powell wasn't dovish at his presser today. But he wasn't hawkish either. He…
paid
Look For The Union Label In Latest ECI Inflation Rate
Today's Employment Cost Index (ECI) for Q1 was another hotter-than-expect inflation report. It came out just as the…
