One question I am getting a lot now goes like this: “With the market having had such a strong YTD so far, is it over? Time to sell, time to... read more →
The US economy continues to hang in there just fine but inflationary data on many fronts continues to fall and the bond market is pricing in just a 10% probability... read more →
Fresh data released this morning points to continued progress on the inflation front. According to the Bureau of Labor Statistics (BLS), both the overall Consumer Price Index (CPI) and its... read more →
As if on cue to allow everyone to enjoy the last few weeks of summer, today’s labor report was mostly a snoozefest that came in very close to the official... read more →
One of the Fed’s two jobs is to manage inflation around a long-term target (roughly 2.5%). They try to impose price stability into the economy and attempt to manage such... read more →
We talk about “cycle investing” all the time – that’s the time-tested belief that over time markets are driven by monetary policy and the cost and availability of credit. It’s... read more →
Second quarter earnings season is in full swing, with this being the busiest week that has the largest number of S&P 500 companies due to report results. As usual, investors... read more →
The U.S. Dollar has fallen sharply since the CPI report continuing a downtrend that started at the end of last year. The Dollar has broken below the post COVID uptrend... read more →
Last week brought us fresh evidence that inflation continues to cool rapidly. On Wednesday, the Bureau of Labor Statistics reported that the Consumer Price Index (CPI) only increased by 0.18%... read more →
It’s my belief the Fed will hike one final time at their late July meeting and then go on an extended “pause”. Higher rates, tighter financial conditions, and ongoing quantitative... read more →