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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…
Fed
163 posts
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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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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'…
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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…
