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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…
Fed
157 posts
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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…
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Hooray! Job Openings & Quits Fall
The stock market rallied on Friday, Monday, and today despite Fed Chair Jerome Powell’s hawkish speech at Jackson Hole…
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The Urge To Merge
When the banking crisis occurred during March, we concluded that the Fed's emergency liquidity response would contain the…
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Rolling Recession Rolling Over Commercial Real Estate (CRE)
The rolling recession is rolling over the commercial real estate market (CRE), especially the market for urban office buildings. In…
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The Economic Week Ahead: July 24-28
The Fed is widely expected to hike the federal funds rate (FFR) on Wednesday by 25bps to a range of…
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