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A Sunny Day With Storm Clouds
Despite the dark news coming out of the Middle East, today was sunny in the bond and stock markets. It&…
Surveys
47 posts
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Oil's Slippery Slope
The 10-year Treasury bond yield fell for a change today. It peaked at 4.87% at 2:45 am, but…
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Why Is the Bond Yield Soaring?
The latest batch of economic indicators was weaker than expected. On Friday, we learned that real personal consumption expenditures rose…
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The Economic Week Ahead: September 25-29
This is a relatively slow week for economic data. That means that the markets will be mostly entertained by the…
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Good News Is Bad News, For Now
The Fed's hawkish pause has unsettled the bond and stock markets. During 2022 and early 2023, the widespread…
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Bond Prices Are Tuning Out Some Bad News For Now
The good news this morning was that the bond yield held below 4.30% despite rising oil prices and a…
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Bond Vigilantes Running Into Some Resistance
The 10-year US Treasury bond yield continues to run into resistance around 4.25%, which was last year's…
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The Economic Week Ahead: July 3-7
The first week of every month tends to be jampacked with employment and PMI releases. All eyes will be on…
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The Economic Week Ahead: May 22-26
On Friday, Fed Chair Jerome Powell said that monetary policy is "restrictive." So Fed policy will be data-dependent,…
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New York's Regional Business Survey Shows Lots of Weakness
Business activity fell sharply in New York State, according to firms responding to the May 2023 Empire State Manufacturing Survey…
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The Economic Week Ahead: May 15-19
The week ahead is jampacked with coincident and leading economic indicators. The most up-to-the-minute ones will be May 12 mortgage…
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Foul Moods
The S&P 500 fell 1.6% today mostly because First Republic's earnings report reminded investors that…
