Now that the latest meeting of the Federal Open Mouth Committee is over, we can expect lots of chatter from its members.…
Punxsutawney Phil, the famous groundhog, woke up this morning and did not see his shadow, calling for an early spring. In the…
As we expected, Fed Chair Jerome Powell pushed back on market expectations of a federal funds rate cut in March and more…
It doesn’t take a recession to bring down inflation to the Fed’s target! “Immaculate disinflation,” widely dismissed as a fairy…
The job market remains strong. That was the message from a couple of labor market indicators today. The most timely was January&…
Fed Chair Jerome Powell might disappoint the markets on Wednesday, when he conducts his press conference to discuss the decision of the…
Geopolitical events and crises rarely influence Fed policymaking. This time it might be different. The war that began on October 7 between…
The FOMC meets Tuesday and Wednesday with Fed Chair Jerome Powell conducting a press conference Wednesday afternoon. We expect no change in…
Is it possible that the meltup phase of the bull market (which started on October 12, 2022) has begun already—having started…
One day, there will be a recession. It just didn't happen in 2022 or 2023, as was widely predicted. The…
The S&P 500 and Nasdaq 100 rose to fresh record highs today. That's great. Not so great is…
Now that investors’ recession fears have abated, they’re focusing on company fundamentals again, so good corporate news is having a stronger…
