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Economy

Powell and the Fed set the stage — Fed Meeting of July 31, 2024

<p> “Closer for Lower”</p>

July 31, 2024 |

Economy

Who are they? — Week of July 29, 2024

<p>Pressure cooker</p>

July 29, 2024 |

Economy

First round of squeeze trades — Week of July 22, 2024

<p>More to come once the political winds steady</p>

July 22, 2024 |

Economy

Up and down — Week of July 22, 2024

<p>Are you normal or inverted?</p>

July 22, 2024 |

Economy

Almost disinflation, almost sector rotation, but not yet — Week of July 15, 2024

<p>Fade the CPI print higher in the fall</p>

July 15, 2024 |

Economy

Squirrel!! — Week of July 15, 2024

<p>Are you only catching soundbites?</p>

July 15, 2024 |

Economy

Needs vs. Wants — Week of July 8, 2024

<p>Spending choices and the broader economy</p>

July 8, 2024 |

Economy

Narrow and waiting — Week of July 8, 2024

<p>Earnings need to support this year’s price gains.</p>

July 1, 2024 |

Economy

Are you confident? — Week of July 1, 2024

<p>Built on what foundation?</p>

July 1, 2024 |