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What Are We Rooting For?
Recession· · 2 min read

What Are We Rooting For?

On Tuesday, the stock market sold off on fears of a hard landing. On Wednesday, the market rallied on better-than-expected earnings reports…

Is Santa Making A Comeback?
Consumer Sentiment· · 1 min read ·Members

Is Santa Making A Comeback?

Stock prices rebounded solidly from yesterday's selloff. Better-than-expected news from Nike and FedEx helped reduce fears of a hard landing…

Fireworks Before Christmas?
Recession· · 2 min read

Fireworks Before Christmas?

Santa is on his back foot. Fed Chair Powell's presser was hawkish last Wednesday. Thursday's batch of economic…

Bears Are Having A Field Day, Again
S&P 500· · 2 min read

Bears Are Having A Field Day, Again

Increasing market concern about a recession next year and triple-witching on Friday caused the S&P 500 to close out the…

Looking Forward to 2024!
S&P 500· · 1 min read ·Members

Looking Forward to 2024!

There's certainly lots of pessimism about 2023. That's the bad news. We certainly aren't as pessimistic…

Retail Sales Clobber Stock Prices
Recession· · 2 min read ·Members

Retail Sales Clobber Stock Prices

Yesterday, Fed Chair Jerome Powell was more hawkish than expected. He reiterated that the Fed needs to be more restrictive to moderate…

The Fed: Higher For Longer
Fed· · 1 min read ·Members

The Fed: Higher For Longer

The FOMC provided its latest Summary of Economic Projections (SEP) today after the committee announced a 50bps rate hike to a range…

Dr Ed's Video Webcast 12/12/22
Video Webcasts· · 1 min read ·Members

Dr Ed's Video Webcast 12/12/22

A few choice negative words about consumer spending prospects from a few high-profile bank CEOs tripped up the S&P 500…

The Economic Week Ahead: Dec. 12-16
Economic Calendar· · 1 min read ·Members

The Economic Week Ahead: Dec. 12-16

All we want for Christmas is a lower-than-expected November CPI (Tue.) and a less hawkish press conference (Wed.) by Fed Chair Jerome…