Tes

Economy
Shaken but Not Stirred — Week of August 5, 2024
<p>Wall Street: “We demand BIG cuts”</p>
August 5, 2024 |

Economy
Powell and the Fed set the stage — Fed Meeting of July 31, 2024
<p> “Closer for Lower”</p>
July 31, 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
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
Needs vs. Wants — Week of July 8, 2024
<p>Spending choices and the broader economy</p>
July 8, 2024 |