paid
Third Year of Presidential Cycle Is Bullish
We previously observed that the stock market has a strong tendency to perform well following midterm elections irrespective of the…
Inflation
Is inflation transitory, or will it be persistent and even protracted? This is the key question many investors and business managers are struggling to answer. These QuickTakes aim to assess the answer based on the latest data on prices and wages.
239 posts
paid
paid
Economic Week Ahead, November 7-11
You can access a “live” version of the calendar below--with links to our automatically updated charts for most of the…
public
PMI Prices-Paid Indexes Predicting Falling Inflation
Rapidly rising inflation since early last year has forced the Fed to raise interest rates significantly this year. That'…
public
Powell Turns Even More Hawkish
During his press conference today, Fed Chair Jerome Powell continued to read from the Volcker 2.0 script. His punchline…
paid
What Will Powell Say?
Tomorrow afternoon, the FOMC is widely expected to increase the federal funds rate by 75bps to a range of 3.…
public
Regional Surveys Suggest Weak M-PMI
Bonds and stocks might rally tomorrow if the M-PMI is as weak as suggested by the regional business surveys conducted…
public
MegaCaps, ECB & ECI
History shows that the Santa Claus rally usually starts during October. This year, the S&P 500 had a…
paid
The Economic Week Ahead, October 24-28
The Q3 earnings reporting season will get most of the attention this week from equity investors. Fortunately, we all get…
public
Rolling Inflation & Remarkable Reversal Day
Today's reversal in stock and bond prices from down big to up big, following the release of September&…
paid
Labor Shortages Depressing Small Business Owners
Today, the National Federation of Independent Business (NFIB) released its September survey of small business owners. They are about as…
paid
Supply Chain Problems Are Abating
Supply-chain bottlenecks are easing. The parts you’ve been waiting for should arrive shortly.
The Federal Reserve Bank of New…
public
The Economic Week Ahead, October 10-14
Monday is Columbus Day and the bond market will be closed. But stock investors can start the week worrying about…
