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The Economic Week Ahead: February 26 - March 1
The economic week ahead is jampacked with important economic indicators. The ones for January–New Home Sales (Mon), Durable Goods…
Surveys
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The Economic Week Ahead: January 29 - February 2
The FOMC meets Tuesday and Wednesday with Fed Chair Jerome Powell conducting a press conference Wednesday afternoon. We expect no…
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Loose Houthis Can Sink Ships
Chevron CEO Michael Wirth warned yesterday in a CNBC interview that the Red Sea crisis could disrupt oil supplies and…
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The Economic Week Ahead: January 2–5
We made it through another year of living dangerously: 2024 is here! The first week of the new year is…
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Bonds Yields Down On Weak Goods Economy
Bond yields continued to fall today on December's weak manufacturing regional surveys conducted by five of the 12…
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Roaring Stock Market
The stock market came roaring back today led by the stock prices of companies that are benefitting from the Roaring…
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The Economic Week Ahead: November 27 - December 1
The BIG number of the week is likely to be October's personal consumption expenditures deflator (Thu). It should…
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Halloween Is Over. Is Santa Here Already?
It's possible that the S&P 500 bottomed today. Bond King Jeffrey Gundlach appeared on CNBC following…
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Will Powell Sound More Dovish On Wednesday?
The short answer is: We doubt it. It's unlikely that his views on the economy and monetary policy…
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Everything Is OK Except For...
The Q3 earnings reporting season is underway and going well with Microsoft delivering a big upside earnings surprise after today&…
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The Economic Week Ahead: October 23-27
This week should be another disappointing one for the hard-landers. That's been true all year and especially during…
