Busting a Few Myths About the Fed and Inflation Fighting
If by the end of 2023 inflation is around 2.6% and unemployment is around 3.8%, then I'd hardly call this period a failure.
When Bearish Sentiment Meets Bullish Seasonal Trends
Typically the bulls take control of the markets now, and they continue to lead the way into the summer months. But It's just not happening.
Is it Time to Sell in May and Go Away?
Let's recap some of the main worries behind the selloff. Unfortunately, I think the trading action gets worse before it gets better.
An Awful Situation, Surging China Pandemic, Markets Find Religion, Fed, Earnings
One positive takeaway last week was the very low trading volume for Nasdaq-listed stocks in aggregate and for constituent names of the Nasdaq Composite.
We're Sailing in Recently Uncharted Waters Here
Watch out for the stress in the financial system.
Don't Look at Equities, Look at What FX and Bonds Are Signaling
The Fed is running the same experiment over and over again expecting a different result.
Economic Stresses Now and to Come Make Most Equities Unappealing
Reduced global growth expectations amid war, inflation and supply chain issues should give investors pause.
Recession Blame, Bullard Speaks, Real Yields, Mortgage Rates, Trading Lockheed
It was what the St. Louis Fed President said regarding short-term rate targets that left the deepest impression.
Rising China Recession Risk Could Be Exported Around World
China's economy grew 4.8% in Q1, but many China watchers say the numbers are getting increasingly unreliable.
Fed, Interest Rates, Earnings, Markets, China's Economy, Domestic Economics
Place a percentage on the likelihood of recession? It sounds more like someone trying harder to not get it wrong than trying to get it right.