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Market Not Fazed By Bearish Fed and Nvidia Talk
The stock market held up remarkably well yesterday despite Fed Chair Jerome Powell's warning that "there'…
Fed
157 posts
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Core Inflation: The True Story
A few of our QT members asked us to explain why core CPI inflation, which has been so sticky over…
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A Hawkish Skip at the Fed
In this past Sunday's QT, we wrote: "On Wednesday, Fed Chair Jerome Powell will update us on…
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The Bull Was Pleasantly Surprised by May's CPI Today
Stock prices rallied from the open today on May's CPI report. It wasn't surprisingly good. But…
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The Economic Week Ahead: June 12-16
This will be a head spinning week. It could also be another rollercoaster ride in the financial markets. Maybe we…
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Two Known Knowns About the Economy
Investors are confused: Is the economy strong or is it weak? The answer is "Yes." The labor market…
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What's Driving Bond Yields?
Two of our favorite technical indicators for the 10-year Treasury bond yield are currently bullish. The yield tends to be…
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Credit Crunch Ahead?
SLOOS was on the loose today, yet stock prices continued to snooze.
The Fed's Senior Loan Officer Opinion…
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Keep Your Seatbelt on and Get a Neck Brace
The S&P 500 rallied along with regional bank stocks today. It found support yesterday at its 50-day moving…
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Powell's Plateau
The current consensus in the financial markets seems to be that the FOMC is done hiking the federal funds rate…
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Markets' Message to the Fed: Just Say No to More Rate Hikes
The stock market sent a message to the FOMC today: Cease and desist from any more rate hikes, please. The…
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The Economic Week Ahead: May 1-5
This is another big week for earnings reports, which have been mostly better than expected so far. In addition, the…
