The current bull market started during October of last year. Since then, the bears have been warning that it was a rally…
On Wednesday, at his presser, Fed Chair Jerome Powell sounded more dovish. So bond and stock prices continued to rally on expectations…
Based on November’s employment report released on Friday, we can safely conclude that there is still no sign of an impending…
Investors are obviously relieved that the economy may be on a sustainable soft-landing path and might avoid a recession (again) in 2024.…
The economy has proven resilient, defying all the reasons it shouldn’t be, to which diehard hard landers still cling. We expect…
Today's Summary of Economic Projections (SEP) released by the FOMC after the committee's meeting was dovish. As a…
Yippee! S&P 500 operating earnings per share rose to a record high in Q3, for the first time since Q2-2022,…
The global economy is growing, but at a slow pace. Much of the weakness is attributable to the recessions in China and…
Christmas is in two weeks. This year's Santa Claus rally started early, i.e., on October 27. Will it last…
The big event of the week will be the FOMC meeting (Tue & Wed) followed by Fed Chair Jerome Powell's…
The US economy has been remarkably resilient in the face of the Fed’s aggressive tightening of monetary policy since early last…
The S&P 500 is consolidating its gains since the October 27 bottom. In recent days, its been trading between 4550…
