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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…
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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What Will Powell Say?
Tomorrow afternoon, the FOMC is widely expected to increase the federal funds rate by 75bps to a range of 3.…
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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…
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MegaCaps, ECB & ECI
History shows that the Santa Claus rally usually starts during October. This year, the S&P 500 had a…
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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…
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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&…
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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…
