The Index of Leading Economic Indicators (LEI) peaked at a record high during December 2021. It dropped 0.7% m/m in…
The ranks of stock market bears are thinning as investors increasingly concede that no recession is on the horizon. Inflation will continue…
We asked Joe Feshbach for an update on his view of the market from a trader’s perspective: “Breadth has improved for…
What happens after a rolling recession? Perhaps a rolling expansion as the economic sectors that fell into a recession recover. Today'…
The bulls continue to gain ground in our tug-of-war with the bears. Consider the following: (1) The S&P 500 is…
It's a short and light week for economic data. We'll be focusing on May's Composite Cyclical…
A few of our QT members asked us to explain why core CPI inflation, which has been so sticky over the past…
Earnings I: The Past The Q1 earnings season is over, and the final numbers are in. They were better-than-expected results, which isn’…
Investors had a quick look at today's economic indicators and concluded that the economy is still growing albeit slowly while…
In this past Sunday's QT, we wrote: "On Wednesday, Fed Chair Jerome Powell will update us on the committee&…
Investors are on the edge of their seats: Will the FOMC raise the federal funds rate (FFR) when it meets this week…
The pandemic was a shock. It caused lots of aftershocks including an inflation problem which was widely expected to be transitory, but…
