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Market Call: The Fed Put Is Back
Last week, the FOMC released its latest quarterly Summary of Economic Projections (SEP) for March. Compared to December's…
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Powell & Co. Remain Dovish
Powell & Co. were more dovish today than we (and stock investors) expected. The FOMC's Summary of Economic…
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Market Call: Nvidia's Lovefest Versus Powell's (Perhaps Depressing) Presser
Nvidia's three-day AI lovefest for developers starts Monday afternoon in San Jose, California. The FOMC meets Tuesday and…
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New Risk: Powell Stoking Risk-On Trades
Fed Chair Jerome Powell's dovish congressional testimony yesterday and today stoked the hot trades in the financial markets…
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We Have Nothing To Fear But Nothing To Fear
Fed Chair Jerome Powell was very reassuring during his congressional testimony today. He said the economy is fine, inflation is…
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Higher For Longer
We've been in the higher-for-longer camp regarding the outlook for the federal funds rate (FFR) since the end…
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Inflation Scare
Today, January's CPI inflation rate was slightly higher than expected. But the upside surprise was enough to convince…
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Powell On "60 Minutes"
Fed Chair Jerome Powell wants to make sure we all get the message he delivered at his presser last Wednesday.…
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The Economic Week Ahead: February 4-9
Now that the latest meeting of the Federal Open Mouth Committee is over, we can expect lots of chatter from…
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What Will Powell Say?
Fed Chair Jerome Powell might disappoint the markets on Wednesday, when he conducts his press conference to discuss the decision…
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Market Call: Between Iran & A Hard Place
Geopolitical events and crises rarely influence Fed policymaking. This time it might be different. The war that began on October…
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What Is Powell Thinking?
This question was partially answered yesterday in a speech by Fed Governor Christopher Waller: "This cycle, however, with economic…
