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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…
Fed
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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.…
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The Economic Week Ahead: October 2 - 6
The first week of the month is usually jampacked with employment indicator releases. On balance, we expect they will show…
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Talking Heads Talk Stocks Down
We were surprised that stock prices didn't drop yesterday along with bond prices. So we aren't…
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FOMC's Message: High For Longer
The FOMC’s latest Summary of Economic Projections (SEP) released today shows that the median forecast of the federal funds…
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The Economic Week Ahead: September 18-22
The Dot Plot thickens! Other than another FOMC meeting, it's a slow week ahead for economic indicators. The…
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Consumers Fretting More About Credit & Less About Inflation
Tech stocks seem to go up whenever the bond yield stops doing so. Leading tech stocks higher today was Tesla,…
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PCED Inflation Rate Still On Moderating Course
Both the headline and core PCED inflation rates rose 0.2% m/m in July. Fed Chair Jerome Powell anticipated…
