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Bad Apple?
The MegaCap-8 stocks led the S&P 500 down during the first two days of trading in 2024 (chart)…
Fed
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Bond & Stock Prices In Mini Meltup Over Soft Landing
Investors are obviously relieved that the economy may be on a sustainable soft-landing path and might avoid a recession (again)…
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A Christmas Market For The Bull? S&P 500 At 6000 In 2025?
Christmas is in two weeks. This year's Santa Claus rally started early, i.e., on October 27. Will…
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The Economic Week Ahead: December 11 - 15
The big event of the week will be the FOMC meeting (Tue & Wed) followed by Fed Chair Jerome Powell&…
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Loose Fed Lips Sink Yields
Not much happened in the stock market today even though the 10-year bond yield fell to 4.34% from a…
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Fed Not Even Thinking About Thinking About Cutting Rates
That's the basic message of the FOMC's minutes released today. The word "restrictive" was…
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Taking A Well-Deserved Break
Today was a day of rest in the bond and stock markets. They didn't do much. Perhaps the…
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Another Happy Day For Bond & Stock Investors
As inflation continues to descend, bond and stock prices are ascending. Today's lower-than-expected CPI inflation report confirms that…
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Powell Is Still Calling The Shots
The bid-to-cover ratio is the dollar value of bids compared with the dollar value of debt offered. Falling bid-to-cover ratios…
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SLOOS Shows Looser Credit Conditions
The Fed may not be as almighty as Fed officials believe. The FOMC has raised the federal funds rate aggressively…
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Powell Remains Hawkish
Fed Chair Jerome Powell should be very concerned about the rapid disinversion of the yield curve since early July as…
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Is Inflation Persistent, Sticky, or Transitory?
In our opinion, price inflation is turning out to be transitory after all. Wage inflation is more persistent, but moderating.…
