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Economic Data  

Reality Sets In That Inflation Isn't Going Anywhere

From higher apartment rental rates to ongoing supply chain issues, there are reasons to believe rising prices are anything but transitory.

Treasury Sweet Spot, Inflation, Fed Minutes, Taiwan Semi, Trading UPS and FedEx

While supply-chain constraints are a global problem, consumer-level inflation is not yet as broad a problem, or at least not evenly distributed.

Indications of a Market Bottom Are Building

It is still early, but the character of the market action shifted on Wednesday, and the potential for a new uptrend is increasing.

Does the Fed Really Not Know the CPI Is at its Highest Rate Since 2008?

The real issue is that they don't know and are just hoping that "inflation is transitory".

Market Volatility, Fed Speak, Earnings, Treasury Bonds, Trading Apple

There probably will be an intense period of market volatility that could stretch farther out than even I projected a couple of months ago.

Several Important Catalysts Hit a Market Looking for Direction

CPI, Fed minutes, and earnings are hitting today as the market continues to struggle with corrective action.

The Week Ahead, Earnings, Big Banks, Moderna Booster, Trading Goldman, APA

In what must seem to be a somewhat stunning solution, several mass retailers have taken the margin pressuring step to charter smaller ships and reroute cargo.

We're Seeing Some Consolidation and Basing Action on Friday

The question now is whether the lows that were hit on Wednesday morning will serve as short-term support as we move into earnings season.

Doug Kass: Is China the Market's Black Swan?

China's economy is basically a debt-driven Ponzi scheme.

DC Fiscal Freak Show, China Trade, The Week Ahead, My Market Rules

Having a debt ceiling is foolish, it only ever matters to the party currently out of power and never really does what it was intended to... curb federal spending.

Growth Concerns Continue to Mount

Despite a largely unfazed market, here's why I remain very cautious overall.

The More I Know, the Less I Understand

Can you please name me an industry that isn't impacted by this inflationary monster?

Evergrande Fears Ease as the Market Looks Ahead to the Fed Decision

I'm looking for a continuation of strong pockets of speculative action.

Fed Day, DC Budget, Evergrande Update, Disney Discount, Trading FedEx and Adobe

Like spilled milk, there is no use in crying over lost monetary opportunity that only increases economic risk at a bad time fiscally now.

To Taper or Not to Taper? All Eyes Are on the FOMC

When growth starts to slow and inflation moves higher - that's the most unfavorable set of conditions. And that's exactly the market's nervousness right now.

COVID Hasn't Disappeared as a Threat to the Economy

Despite vaccinations the number of Americans contracting the virus is far greater than a year ago, which stands to impact businesses of all sorts.

Ugly Tuesday, Risky Marketplace, Fed Tapering, Trading Wells Fargo and Entegris

Does the cooler core CPI print give the fiscal doves a leg up in negotiating the size and scope of whatever they'll end up passing, probably later this month?

Ugliness Ahead?, Debt Ceiling, Price Discovery, Fiscal Policy Trajectory

My trades? What am I doing? Maintaining not gargantuan, but elevated cash levels. Not going crazy.

Slowing Economic Growth, Trading Ford and Apple, Playing GameStop Earnings

The spread of COVID's latest and scariest variants continue to warp economies across the planet, preventing commerce from functioning more normally.

Kass: There's No Simple Road Ahead

The market's overall upside reward is materially dwarfed by the downside risk.

The Fed's Goal Posts Keep Getting Moved Further and Further Back

The Fed is convinced that endless money printing has no negative consequences.

What the 'Messy' August Jobs Report Means for Investors and the Fed

This payroll result should be a reminder that just because there aren't a lot of new legal restrictions doesn't mean consumers won't change behavior.

With 'Stagflation Lite' on the Horizon, I'm Waltzing Into 2 Cheap Stocks

Despite my pessimism on the market, when the music is playing you have to dance.

Jobs Day Jolt, So-So Thursday, Manchin Is the Man, DocuSign Language

Plus, Morgan Stanley sharply lowers its third-quarter GDP expectations and Dr. Fauci provides little COVID comfort.

Dismiss the Impact of Rising Inflation and COVID Cases at Your Own Risk

The overall market seems to be mispricing the threats of rapidly increasing prices and the fast-spreading Delta variant.

Here Is What to Watch as We Enter the Month of September

The primary issue with seasonality is that it can be a good excuse for corrective action in the right environment.

Softbank, Naspers Switch Focus from China to India

The largest tech investors in Asia and Africa are scouring India for prospects after souring on China.

Inflation Is All Around Us, but for How Long?

That's the challenge for the Fed as it tries to determine the timing of tighter policy.

Is the Fed Ever Going to Taper? Can They?

For now, it remains a guessing game. So until then, enjoy the free ride.

A Senseless Sad Day, Fed Taper Talk, COVID and Kids, To Vax or Not to Vax

Plus, a look at Dollar General and Peloton Interactive, which both disappointed with their announcements on Thursday.