Bank stocks popped today after Reuters reported that the Fed is considering relaxing a regulation, i.e., the GSIB Surcharge. It requires…
The strength of the US consumer has underpinned much of the current bull market in stocks. In recent months, rising real disposable…
The stock market's bull run since October 12, 2022 has raised some concerns lately. According to the naysayers, earnings growth…
Last month, lower-than-expected CPI and PPI inflation readings for May, along with rising unemployment claims for June, raised market expectations that the…
Determining when an investment trend has run its course is more of an art than a science. While we love the productivity-enhancing…
Last week and this week have been good ones for the recession camp of economists. Indeed, the Atlanta Fed's GDPNow…
Personal consumption expenditures data for May suggest clear skies on both the inflation and income fronts: The PCED has been gliding steadily…
The S&P 500 jumped to a new record high of 5509 today on better-than-expected Tesla vehicle deliveries. In addition, today’…
Long-term US government bond prices fell sharply since the presidential debate on Thursday evening. The 10-year Treasury yield rose from 4.29%…
The stock market rose to another record high last week. It has been doing so in recent weeks led by fewer sectors…
We know there will be fireworks on July 4th. The question is whether we should expect any blasts or just fizzling sounds…
Strategy I: Hoof Marks. Even the bulls are getting trampled by the bull market in stocks. Many investment strategists are scrambling to…
