public CPI • 4 min read Will Rate Cuts Continue Unless Inflation Behaves Badly? Today's CPI report for November matched expectations. The CME FedWatch tool shows 95% odds that the FOMC will…
paid Surveys • 3 min read From Election Uncertainty To Policy Uncertainty The NFIB survey of small business owners was released today showing a record high in their uncertainty index during October…
paid Market Call • 3 min read Market Call: Between Iran & A Hard Place Geopolitical events and crises rarely influence Fed policymaking. This time it might be different. The war that began on October…
public Nasdaq • 2 min read Are Stock Valuations Rerating? The economic news today was very good. But the stock market sold off sharply for the second day in a…
paid Technology • 2 min read Another Tech Wreck? The market chose to go down today on Google's disappointing Q3 earnings report rather than Microsoft's…