During the spring of 2022, Debbie and I predicted that inflation was peaking: “In our scenario, the PCED headline inflation rate peaks…
The bull market in stocks has been quite volatile in recent days as it rotates and broadens. The triggering event was a…
Many investors are wondering if the recent outperformance of the S&P 400 and the S&P 600 (i.e.…
In congressional testimony last week, Fed Chair Powell sounded more dovish than he has this tightening cycle. That clinched financial markets’ growing…
We've been predicting a broadening stock market meltup in the event that the Fed starts cutting the federal funds rate…
China just loaned two young pandas to the San Diego Z00. In the past, such Panda Diplomacy suggested that relations between the…
We've previously written that our number one concern for the stock market is unsettling domestic and global political turmoil. The…
The economic week ahead will include updates on industrial production and business sales of goods, as well as retail sales. The upshot…
Joe has been tracking the quarterly earnings forecast for S&P 500 companies collectively each week since the series started in…
This morning, we weren't surprised by June's lower-than-expected CPI report. It does increase the odds of a cut…
We are raising our yearend target for the S&P 500 to 5800 from 5400. We are still targeting 8000 by…
Signs that the Fed might lower the federal funds rate soon have sent stocks soaring, even though those signs were weak economic…
