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What Are We Rooting For?
On Tuesday, the stock market sold off on fears of a hard landing. On Wednesday, the market rallied on better-than-expected…
Recession
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Is Santa Making A Comeback?
Stock prices rebounded solidly from yesterday's selloff. Better-than-expected news from Nike and FedEx helped reduce fears of a…
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Fireworks Before Christmas?
Santa is on his back foot. Fed Chair Powell's presser was hawkish last Wednesday. Thursday's batch…
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Looking Forward to 2024!
There's certainly lots of pessimism about 2023. That's the bad news. We certainly aren't…
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The Economic Week Ahead: Dec. 19 - Dec. 24
Last Tuesday's good CPI news wasn't good enough according to Fed Chair Jerome Powell. In his…
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Retail Sales Clobber Stock Prices
Yesterday, Fed Chair Jerome Powell was more hawkish than expected. He reiterated that the Fed needs to be more restrictive…
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The Economic Week Ahead: Dec. 12-16
All we want for Christmas is a lower-than-expected November CPI (Tue.) and a less hawkish press conference (Wed.) by Fed…
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Fork In The Road
It was another day of recession jitters in the stock market as the CEOs of Bank of America and Wells…
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Yearend Jitters
The stock market has the jitters as investors worry that the economy may be too strong and too weak at…
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Soft Landing
The bears disparaged yesterday's stock market rally claiming that Fed Chair Jerome Powell's speech at the…
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Most Widely Anticipated Recession Ever
Our contrarian instincts give us more confidence in our “growth recession,” or “mid-cycle slowdown,” scenario. A recession next year would…
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Yield Curve Spread Signaling Rate Peak
The yield curve spread between the 2-year US Treasury note and the 10-year US Treasury bond is a leading indictor…
