Tes
Economy
Pause before earnings season — Week of April 8, 2024
<p>Plenty of bricks in the Worry Wall, but keep climbing</p>
April 9, 2024 |
Economy
Greed is rising — Week of April 8, 2024
<p>Different consumers, different sentiments</p>
April 8, 2024 |
Economy
Bull first quarter, Bull full year — Week of April 1, 2024
<p>Rotation among sectors healthy; manufacturing bottoming </p>
April 1, 2024 |
Economy
More than a game show — Week of April 1, 2024
<p>The consumer is the driver</p>
April 1, 2024 |
Economy
Powell to markets: We’ve moved on from inflation — Week of March 25, 2024
<p>No real or nominal reason to cut rates, but clearly somebody is telling Powell to cut </p>
March 25, 2024 |
Economy
No change in rates, but change in future rates — Fed Meeting of March 20, 2024
<p>Higher is staying longer </p>
March 20, 2024 |
Economy
Rally rest stop – not a correction — Week of March 18, 2024
<p>No change in the Walls of Worry: inflation, stagflation, slow down, etc. </p>
March 18, 2024 |
Economy
The Fed’s balance sheet — Week of March 11, 2024
<p><span style="font-family:"Calibri",sans-serif;font-size:11.0pt;mso-ansi-language:EN-US;mso-bidi-language:AR-SA;mso-fareast-font-family:Calibri;mso-fareast-language:EN-US;mso-fareast-theme-font:minor-latin;mso-ligatures:standardcontextual;">Status of your balance sheet</span></p>
March 11, 2024 |