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Rolling Inflation & Remarkable Reversal Day
Today's reversal in stock and bond prices from down big to up big, following the release of September&…
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.
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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…
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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…
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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…
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Good News Bears
The good news is that the S&P 500 rose 1.5% this past week. The bad news is…
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The Fed Is Too Hawkish
Stock prices were beat down today by three downbeat and hawkish Fed officials (Fed Governor Lisa Cook, San Francisco Fed…
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Fed Wants To See Fewer Job Openings
It's been a great October so far for bond and stock investors. Last week's pivot by…
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The Bond Vigilantes: They're Baaaack!
The Bond Vigilantes are back. They were last active during the 1980s and early 1990s. They've been mostly…
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The Economic Week Ahead, September 26-30
The blackout period is over for the members of the Federal Open Mouth Committee. This week, we can expect that…
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Another Awful Risk-Off Week
The bad news for the stock market this past week actually started on September 16 in the morning after FedEx…
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TINA-TAR: There Is No Alternative To A Recession?
The financial markets seem to have concluded that Fed Chair Jerome Powell has decided to go Volcker on us. During…
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Fed Stays On Tightening Course
The Fed lifted the federal funds rate range by 75bps to 3.00%-3.25%. Stocks sold off as Fed…
