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Mind the Minutes
The Minutes from January's FOMC meeting was released today. On balance, it confirmed that the Fed is on…
M-PMI
8 posts
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ECONOMIC WEEK: February 18–21
The shortened economic week ahead is an important one for our rolling recovery forecast in the manufacturing sector. January'…
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ECONOMIC WEEK: February 3-7
Aside from plenty of news about tariffs, the economic week ahead is jampacked with economic indicators that might be affected…
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Some Air Coming Out Of Post-Election Balloon
The post-election rally has been losing steam since early December (chart). The S&P 500 peaked at a record…
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Stock Market Rally Broadening As Economy Chugs Along
Fed officials may be cutting rates because they are worrying about the ominous "long and variable lags" of…
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Stock Market Flinches On Widening Middle East War
Stock prices and bond yields dipped while oil prices jumped this morning. In Washington, a senior White House official said…
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Looking For Black Swans In September
September has just started, and it is already living up to its reputation of being the toughest month of the…
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Valuation-Led Selloff Led by Magnificent-7
Today's stock market rout was led by the Magnificent-7. The Roundhill Magnificent Seven ETF (MAGS) was down 6.…
