China’s May economic indicators were broadly negative, as evidenced by the recent weakness in Chinese stock prices as well as the…
Consumer price disinflation is raising expectations for a Fed rate cut, which is fueling a meltup in stock prices. This morning on…
The economic week ahead will include lots of economic indicators, which on balance should show that the pace of economic activity improved…
Among the hottest topics at dinner tables and at corporate boardrooms tables across the country—not to mention election campaign offices—is…
On Wednesday, the Federal Open Market Committee (FOMC) warned markets to expect no more than one interest rate cut over the rest…
Hooray! The S&P 500 closed slightly above our yearend target of 5400 today (chart). The same thing happened to us…
How the labor market is doing is critical to the Fed’s setting of monetary policy given its dual mandate to steer…
Some economists claim that recent nonfarm payroll gains are misleadingly strong and are masking the underlying weakness in the labor market. These…
On a regular basis, we like to check on the correlations among the fixed income, commodity, and foreign currency markets. Here are…
Our Blue Angels framework shows that the S&P 500 was back in record high territory last week as S&…
The economic week ahead will be dominated by the FOMC’s latest meeting (Wed) and May’s CPI report. The FOMC is…
Joe reports that the S&P 500 Q1 earnings reporting season is now 98% complete, with 490 companies having issued their…
