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Mind the Minutes
The Minutes from January's FOMC meeting was released today. On balance, it confirmed that the Fed is on…
FOMC
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Powell Presses The Pause Button
The FOMC left the federal funds rate (FFR) unchanged yesterday at 4.25%-4.50%, as widely expected. At his…
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ECONOMIC WEEK: January 27-31
The week ahead is packed full of important economic data releases, big tech earnings reports, and central bank meetings. Economic…
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Bond Yields Have Normalized
The backup in bond yields since mid-September did not surprise us. But it has surprised lots of other financial pundits,…
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Stocks Still OK With Tariff Man
Last night, President Trump posted on social media that he will slap a 25% tariff on all products coming from…
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25bps Cut? We Strongly Dissent!
We may or may not know tonight who will be the next president, but we should know which party will…
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Stock & Bond Prices Flying With The Fed's Doves
Today's Summary of Economic Projections (SEP) released by the FOMC after the committee's meeting was dovish.…
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Market Call: September Isn't Always A Bad Month For Stocks
September is the Rodney Dangerfield of the 12 months; it gets no respect because it has been the worst month…
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