When government data seems strange like this, it is more likely to be an artifact of sampling or some other one-off reason.
Here's a play in an exchange-traded fund for gold.
Why? It's not a good wager -- and there are better places for investors to put their money if the economy booms.
The only place to hide will be and has been commodities, as they are truly inflation protection assets.
It probably doesn't matter. He's dead wrong. As always, the numbers don't lie.
The differences in approach between the two most basic strategies for how to grow an economy are as stark as the division they cause among economists.
We expect three themes to emerge from this week's FOMC meeting.
Trends spanning over several months can be thwarted by a trend that spans over years.
Let's see what could turn a 'boom' into a 'pop.'
As we fast approach the unofficial kickoff of earning season, I think it is key to note that expectations are running extremely high.
This is a perfect time to make sure you haven't strayed too far into the mainstream, which has been the wrong trade for well over a year.
On Friday alone markets added half a rate hike to 2023.
The main story unfolded along with the passing hours on Monday, and continues. The ending of this tale perhaps remains far from untold.
There is no shortage of oil, there never was.
We are nearing the home stretch for the first quarter, so here's what's on tap.
Two things are making it complicated for stock-pickers.
The removal of the SLR exemption is seen as contractionary.
The market is trying to price in the great likelihood that we will be in a rising interest rate environment regardless of what the Fed may do and say.
Here's a hypothetical trading idea.
The Fed is stuck between a rock and a hard place, and at some point this liquidity train will have to stop.
Focus on the trends in the bond market, and realize that, in the short term anyway, prices are much more important than yields.
As a very wise man once said: 'I'll gladly pay you Tuesday for a hamburger today.'
Here's why the Fed chief will probably be proven dead right in his views of inflation.
We're starting to really learn what Average Inflation Targeting means and what it would take for rate hikes.
Market players can work on putting the flood of liquidity to work.
The linkage that's ironclad - it's revolting, it's wrong.
Interest is even higher than normal as there was some aggressive selling the last time Powell spoke about rising rates and inflation.
The market is hoping that Fed Chair Powell will offer a program focused on shifting the yield curve to address the inflation issue
There are several things the Fed could do, but would it matter?
I've got a list of short-Treasury exchange-traded funds that you should consider.