On August 27, 2020, Fed Chair Jerome Powell's speech at Jackson Hole explained why on that same day the Fed…
Today's batch of economic indicators was mixed, showing that the manufacturing economy remains weak, while the labor market remains strong.…
One of the bears’ favorite charts shows the relationship between the S&P 500 and the size of the Fed’s…
With last year thankfully behind us, we take stock of what could go both wrong and right for the economy in 2023.…
Monetarists seem to be making a comeback, and they are sounding the alarm that the recent weakness in the M2 measure of…
Sometimes it is better to own a small boat than a very large yacht. The former is cheaper to operate and easier…
The first week of 2023 will be action packed, especially with so many labor market indicators coming out. If they are too…
The stock market could start to discount the possibility of a lower-than-expected December CPI report, which will be released on January 12.…
Almost everyone working on Wall Street is on vacation, except for the bears. They've been munching on stock prices, especially…
The 10-year US Treasury bond yield rose from a recent low of 3.425% on December 7 to 3.849% today, the…
With the benefit of hindsight, the title of this QT certainly applied to 2022. It was a tough year for investors. The…
While we are all debating whether a soft or hard landing is coming in 2023, the economy continued to fly higher during H2-2022.
