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Disinflating CPI Broadens Market Rally As Investors Rotate To SMidCaps
This morning, we weren't surprised by June's lower-than-expected CPI report. It does increase the odds of…
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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Giving Credit To The Consumer
The strength of the US consumer has underpinned much of the current bull market in stocks. In recent months, rising…
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The Economic Week Ahead: July 8-12
Last month, lower-than-expected CPI and PPI inflation readings for May, along with rising unemployment claims for June, raised market expectations…
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Rate Cuts This Year Unlikely As Fed Gets Closer To 2.0% Target
We still expect that the Fed's preferred core PCED inflation measure will fall to the Fed's…
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The Economic Week Ahead: June 24-28
The key indicator everyone's watching this week is May's PCED (Fri). We expect the Fed'…
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Inflation Moderates & Stocks Soar As Fed Aims For One Rate Cut In 2024
Hooray! The S&P 500 closed slightly above our yearend target of 5400 today (chart). The same thing happened…
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The Economic Week Ahead: June 10-14
The economic week ahead will be dominated by the FOMC’s latest meeting (Wed) and May’s CPI report. The…
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Market Call: Another Rollercoaster Ride.
Friday was another wild ride on the S&P 500 rollercoaster. At first, stock prices rose after April'…
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Sunny Economy, Gloomy Dispositions
Inflation is the number one economic concern among consumers today. It's also moderated significantly since the summer of…
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The Economic Week Ahead: May 28 - 31
The economic indicators released during the shortened week ahead should confirm that economic growth remains solid and that inflation is…
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Anatomy Of The Bond Yield
We expect that the 10-year US Treasury bond yield will remain rangebound between 4.00% and 5.00% for the…
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Bad News About Goods Is Good News For Bonds & Stocks
The Dow is flirting with 40,000 currently, confirming that good news is good news and bad news is also…
