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Market Call: Back To Higher For Longer?
Remember the "higher for longer" mantra about the outlook for the federal funds rate (FFR) during the spring?…
Market Call
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Market Call: October Is Here. What Could Possibly Go Wrong?
We asked the very same question at the start of September, and were hard pressed to come up with an…
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Market Call: The Next Surprise
So far, September isn't living up to its bad reputation for the stock market now that the S&…
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Market Call: The Worst & The Best Of Times
A Tale of Two Cities by Charles Dickens famously begins, ''It was the best of times, it was…
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Market Call: September Is Here. What Could Possibly Go Wrong?
September has a history of being the worst month of the year for the stock market (chart). It's…
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Market Call: Did Powell Just Pour Gasoline On Stock Market's Fire?
Fed Chair Jerome Powell's speech at Jackson Hole on Friday was unambiguously dovish, as we observed in that…
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Market Call: Bungee Jump
Last week's economic data confirmed that consumers are still consuming, the labor market is fine, small business owners…
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Market Call: Earnings Reporting Season Likely To Broaden The Stock Market Rally
We've previously written that our number one concern for the stock market is unsettling domestic and global political…
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Market Call: Bad Breadth Again
The stock market has a bad breadth problem again. For a while, it seemed to be attributable to the outperformance…
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Market Call: From Dow 40,000 To Infinity & Beyond
The Dow Jones Industrial Average closed above 40,000 on Friday for the first time. It's on track…
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Market Call: Nothing To Fear But Nothing To Fear, Again.
Nothing to worry about? The geopolitical risk premium in the price of oil has dropped sharply since early April. The…
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Market Call: Loop-The-Loop
Keep your seat belts on: There may be a few more loop-the-loops in the stock market's rollercoaster ride.…
