They say that "the opera ain't over 'til the fat lady sings." Similarly, the current bear market…
Halloween is a month away. The Q3 earnings season starts early next month. But analysts and investors are already getting spooked by…
On Tuesday, the S&P 500 fell below the June 16 low of 3666 to 3647. Today, it bounced back above…
Are Fed officials making another big mistake? They were behind the inflation curve during 2020 and the first half of 2021 because…
The Bond Vigilantes are back. They were last active during the 1980s and early 1990s. They've been mostly lying low…
We’re in a period of global gloom, with pessimism blanketing different countries for different reasons. In the US, measures of consumer,…
This is an excerpt from our Aug 30 Morning Briefing.Deep Dives (for paid members of QuickTakes) are occasional excerpts from our…
The blackout period is over for the members of the Federal Open Mouth Committee. This week, we can expect that many of…
The bad news for the stock market this past week actually started on September 16 in the morning after FedEx delivered a…
The financial markets seem to have concluded that Fed Chair Jerome Powell has decided to go Volcker on us. During 1979-1981, then-Fed…
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The Fed lifted the federal funds rate range by 75bps to 3.00%-3.25%. Stocks sold off as Fed Chair Jerome…
