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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…
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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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…
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Inflation's Puzzle Pieces Painting Bullish Picture
The S&P 500 rose to a new record high of 5308.15 following today's economic numbers.…
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Monster Trucks With Monster Bills
Since just before the pandemic during January 2020 through March of this year, the CPI indexes for new autos, auto…
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Stocks & Bonds Rally Despite Weak Productivity Report
Go figure: Stocks & bonds sold off on Tuesday following a hotter-than-expected Q1 Employment Cost Index (ECI). It was up…
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Look For The Union Label In Latest ECI Inflation Rate
Today's Employment Cost Index (ECI) for Q1 was another hotter-than-expect inflation report. It came out just as the…
