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Does this look like runaway, uncontrolled inflation to you?
Lots of attention this morning to CPI inflation headlines. Energy running hot on low inventory levels, used cars continue to... read more →
September 13, 2023
Back to school, back to basics – “it’s earnings that drive stock prices”
It’s this week’s inflation data that is probably the headline to focus on, if one is into focusing on headlines. ... read more →
September 12, 2023
Three chart Thursday is here!!!
Back-to-school day in Boston, opening night for the NFL, and three charts for your Thursday morning!!! LET’S GO!!! Chart#1 -... read more →
September 7, 2023
Jackson Hole recap – It gets very tricky from here
Fed chair Powell performed roughly “as expected” at Jackson Hole on Friday. Lots of progress to date against inflation. Inflation... read more →
August 29, 2023
Powell’s last stand: a Jackson Hole preview
Fed chair Powell speaks Friday at 10am from Jackson Hole. It’s an important speech with very important implications for markets. ... read more →
August 24, 2023
Sentiment No Longer a Tailwind
At the time of writing, the S&P 500 index is in the midst of a nearly 5% pullback from its... read more →
August 23, 2023
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