Tomorrow brings the latest Federal Reserve decision, with another quarter-point hike viewed as a slam dunk – current market pricing... read more →
The Fed has been aggressively hiking rates since March 2022, the yield curve has been inverted since last fall, and... read more →
“Money makes the world go ‘round - Still don’t nothing move but the money” – Cabaret the Musical (1990s revival)... read more →
More and more evidence is now pointing to the much-anticipated recession beginning to materialize over the next few months. Last... read more →
We hear this question a lot; and most of the time it is a foregone conclusion that we will revisit... read more →
The combination of tighter financial conditions, higher interest rates, a slowing economy AND shrinking deposits due to a banking crisis... read more →
This morning brought the latest read on inflation with the release of the Consumer Price Index (CPI) for March. Overall,... read more →
Markets have shown to advance and move forward in the face of a “wall of worry”. Walls of Worry come... read more →
Q1 2023 earnings reporting season is officially starting next week. As usual, financials will be the first to take center... read more →
2020 was about COVID and the scientific search for a vaccine. 2021 was about quasi-reopening of the global economy and... read more →