paid Fed • 2 min read Inflation Scare Today, January's CPI inflation rate was slightly higher than expected. But the upside surprise was enough to convince…
paid Fed • 2 min read Powell On "60 Minutes" Fed Chair Jerome Powell wants to make sure we all get the message he delivered at his presser last Wednesday.…
public Fed • 2 min read 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…
paid Fed • 2 min read What Will Powell Say? Fed Chair Jerome Powell might disappoint the markets on Wednesday, when he conducts his press conference to discuss the decision…
paid Market Call • 3 min read 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…
paid China • 3 min read What Is Powell Thinking? This question was partially answered yesterday in a speech by Fed Governor Christopher Waller: "This cycle, however, with economic…
paid MegaCap-8 • 2 min read Bad Apple? The MegaCap-8 stocks led the S&P 500 down during the first two days of trading in 2024 (chart)…
public Fed • 2 min read 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)…
paid Bull Market • 3 min read 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…
paid Week Ahead • 2 min read 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&…
paid Fed • 2 min read 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…
paid Fed • 2 min read 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…