7 minute read
Cooling GDP and accelerating inflation problematic for the Fed.
2 minute read
Weekly Cash Commentary
5 minute read
With yields rising and P/Es contracting, we need good first-quarter earnings.
6 minute read
Re-accelerating inflation and strong labor market delay Fed cuts.
1 minute read
8 minute read
Much stronger-than-expected jobs report keeps Fed rate cuts on hold.
3 minute read
The Fed is not feeling pressure to cut rates.
With solid growth, sticky inflation and surging stocks, the Fed is in no hurry to cut rates.
Is the equity market rally inconsistent with Fed policy?
Biden left more questions than answers about his economic policies in his SOTU address.
Strong headline gains but weak data underneath.
Magnificent Seven continue to outperform.
4 minute read
Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.
Strong wage growth keeps Fed cuts off the bases.
Dismal retail sales in January cap a weak holiday spending season.
Stocks strong start portends a volatile but positive year.
Strong headline gains but a mixed picture beneath the surface.
The Fed removed its tightening bias, opening the door to rate cuts.
Should keep the Fed on the sidelines in March.
Labor market and consumer spending firm, while inflation rises.
Zero for two out of the gate.
Strong job gains and rising wages keep Fed rate cuts on hold.
Three things to watch in 2024.
Inflation grinds lower, the Fed throws in the towel and holiday spending slows.
Fed rate cuts not coming anytime soon.
As the economy slows across the board, the Fed is done hiking rates.
The markets have swung too far by forecasting multiple Fed rate cuts in 2024.
Thanksgiving brings increased travel, falling prices and rallying financial markets.
Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.
Financial markets rally on perceived Fed pause.
The Fed wants more time and data as it looks to December's meeting.
Will it keep the Fed in play?
Back-to-School sales were soft, but consumers are spending elsewhere.
Employment, inflation and bonds combine for twists and turns for the journey of Fed policy.
Disruptions minor so far amid a global outlook that's a bit meh.