Saturday, February 17th. Finally, eye-to-eye on rate cuts.A hot CPI print threw cold water on the markets. It woke people...
Read moreSaturday, February 10th. The market is FINALLY listening to the Fed. The Fed says March is too early for a...
Read moreSaturday, February 3rd. What a BIG jobs report means for interest rates. Forget the groundhog seeing his shadow, how about...
Read moreSaturday, January 27th. Take a bow, consumers. You're the GDP MVP. The end of rolling recessions is near--but be cautious....
Read moreSaturday, January 20th. Closed doors, open windows, and warm breezes. The Fed is in no hurry to cut rates. Retail...
Read moreSaturday, January 13th. The world's on edge. Earnings season kicked off and the labor market gradually slowing. Plus, we saw...
Read moreSaturday, January 6th. Why the coal, Santa? Early on, the S&P was down 1% during the Santa Claus rally period....
Read moreSaturday, December 30th. 2023 in review. Dave Spano and Brian Jacobsen review a very eventful year. Plus, we share our most popular...
Read moreSaturday, December 23rd. The naughty and nice list. Fed officials were out in force to tame expectations of rate cuts....
Read moreSaturday, December 16th. What about that FOMO rally? The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and...
Read moreSaturday, December 9th. Never underestimate the power of low expectations.The October 2023 bottom reacted to high yields and anticipated an...
Read moreConsumer confidence and spending up. Is it enough?Beige Book blues, bonds in a bull market, and is inflation moving from...
Read moreSaturday, November 25th. Longer pause and faster cuts?Market is pricing in a first cut by June and then a gradual...
Read moreSaturday, November 18th. Growth: Weaker isn't weakness, yet.Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano...
Read moreSaturday, November 11th. Fun-flation is fading. Consumer is shifting from YOLO to buy low.Despite not having a recession, it's a...
Read moreEarnings season has been good, but guidance hasn’t. Nearly 80% of companies beat earnings expectations. The real news was in...
Read moreWinners and losers this week. There's fear in the air--and that could be good. We cover it all during our...
Read moreThe Dow took it on the chin as the 10-year Treasury yield crossed 5% for the first time since '07....
Read moreHotter than expected CPI arrived this week. What's that mean---especially from the Fed's point of view? Baby Boomers have substantial...
Read moreThe September Jobs Report appears strong, but look closer and you’ll find wage growth was at the slowest level since...
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