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25bps Cut? We Strongly Dissent!
We may or may not know tonight who will be the next president, but we should know which party will…
PMI
6 posts
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Stock Market Rotates To Interest-Rate Sensitive Sectors
The bull market in stocks has been quite volatile in recent days as it rotates and broadens. The triggering event…
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Soft Patch Getting Softer. Is That Raising Odds of Fed Rate Cut in September & Stock Market Meltup?
Last week and this week have been good ones for the recession camp of economists. Indeed, the Atlanta Fed'…
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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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The Economic Week Ahead: July 31-August 4
The M-PMI is released on the first business day of each month. The NM-PMI is released two days later. We…
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No Recession In Services
Following today's release of September's nonmanufacturing purchasing managers index (NM-PMI), the Atlanta Fed's GDPNow…
