Investors have been spooked by inflation since Halloween 2021 as the CPI soared to peak at 9.1% during June 2022. It…
We recently raised our subjective odds of a US recession before year-end 2024 from 25% to 35% mostly because the geopolitical risks…
Today's bond and stock rallies was boosted by Q3's Productivity and Costs report released at 8:30 am.…
It's possible that the S&P 500 bottomed today. Bond King Jeffrey Gundlach appeared on CNBC following Fed Chair…
The short answer is: We doubt it. It's unlikely that his views on the economy and monetary policy have changed…
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Halloween is on Tuesday. Investors have been spooked since early August. They are still spooked by the widening federal deficit, partisan gridlock…
Investors would clearly like to see peace on earth and goodwill towards all people. But that ain't happening anytime soon.…
In his interview Thursday with Bloomberg’s David Westin at the Economic Club of New York, Fed Chair Jerome Powell was asked…
The economic news today was very good. But the stock market sold off sharply for the second day in a row led…
The market chose to go down today on Google's disappointing Q3 earnings report rather than Microsoft's upside surprise…
The Middle East crisis seems to be escalating into a regional war with US involvement, existential stakes, and global effects. The S&…
