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The Economic Week Ahead: December 9-13
The economic week ahead is chockful of inflation updates. We're expecting stickier inflation readings that should ruffle the…
Sentiment
53 posts
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Market Call: Animal Spirits Are Back & Boosting the Roaring 2020s! Fueling A Meltup Too?
Just after Donald Trump won the presidential race on November 8, 2016, we observed that the economy and stock market…
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The Front Cover Curse
We've been recommending overweighting the US in global equity portfolios since 2010. We still are, and it is…
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Market Technicals: Is Sentiment Bearish Enough To Signal A Market Bottom?
We asked Joe Feshbach for an update of his take on the stock market from a trading perspective: "Even…
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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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Tanks A Lot
The war premium in the crude oil market fell again today. Fears of a significant disruption to global oil production…
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'Knock On Wood'
Fed Chair Jerome Powell spoke at Stanford University today about the economy and monetary policy. He said, "I think…
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Yikes: Everyone Is Bullish!
During the week of October 11, 2022, the Investors Intelligence Bull/Bear Ratio (BBR) fell to a cyclical low of…
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We Have Nothing To Fear But Nothing To Fear
Fed Chair Jerome Powell was very reassuring during his congressional testimony today. He said the economy is fine, inflation is…
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How To Spot A Meltup
We are sure that Fed Chair Jerome Powell has recently reread former Fed-Chair Alan Greenspan's December 5, 1996…
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Market Dives As Powell Pushes Back
As we expected, Fed Chair Jerome Powell pushed back on market expectations of a federal funds rate cut in March…
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Help (Still) Wanted
The job market remains strong. That was the message from a couple of labor market indicators today. The most timely…
