Tes
Economy
Shorts covered, rates higher for longer — Week of November 21, 2022
<p>Plenty of reasons to stay patient.</p>
November 21, 2022 |
Economy
CPI small drop; Stocks have a big day covering shorts — Week of November 14, 2022
<p>The trend has not changed; but last week helps.</p>
November 14, 2022 |
Economy
Jobs holding up – sort of – Week of November 7, 2022
<p>October rally enough for the fall?</p>
November 7, 2022 |
Economy
No Surprise – 75
<p>Fed: "Ain't No Stopping Us Now," But We May Slow Down in 2023... Maybe, But Likely Not</p>
November 2, 2022 |
Economy
Impressive October Rally, mind the headwinds — Week of October 31, 2022
<p>Economy downshifts to first gear; whether stocks follow depends on MARE.</p>
October 31, 2022 |
Economy
Fed speeches wag market dog — Week of October 24, 2022
<p>Watch inflation and market breadth – not the news</p>
October 17, 2022 |
Economy
Fade the Pivot – Fed not stopping — Week of October 10, 2022
<p>Job growth means the economy is doing OK for now.</p>
October 11, 2022 |
Economy
Bear case fully made; where is the Bull? — Week of October 3, 2022
<p>Bank of Australia’s small rate increase cheers traders.</p>
October 3, 2022 |
Economy
Fed “keeping at it” — Week of September 26, 2022
<p>Housing taking first hits of higher rates, more on the way</p>
September 26, 2022 |