Sometimes Hawks Catch Traders by Surprise
Comments from the St. Louis Fed president were a little too much for the market to handle.
The Market Rallies as It's Pricing in Rate Cuts Now?
The economy cannot be run on blind hope.
Will the Fed Douse Burning Hot Inflation With Higher Rates?
Let's look at the chances for seeing a 50-basis point rate hike as early as next month.
Not Your Average Thursday, CPI Setup, Cleveland Guardian, Uber, Trading Notes
Markets were so green Wednesday, it felt like somebody knew something.
Unpopular Opinion: Treasuries Are a Good Buy, So Play the Upside
This might be surprising to hear, but the complex tends to move higher as the Fed is raising rates.
What the January Jobs Surprise Means for the Fed and Markets
After one of the best reports of the pandemic era, it is notable that the Fed isn't pushing back against growing 50 bps expectations.
The Rate-Hike Narrative Hasn't Changed, It Has Shifted
When the Fed is tightening, they are like a car trying to back into a parking spot without a rear-view mirror. They only know to stop when they hit the curb.
Prep for Another Round of Equity Weakness
Here's why I suggest steering your portfolio to value, to dividends, to low-multiple and easily understood companies.
Fed Thoughts, The Statement, The Presser, Trading ServiceNow and Lam Research
The market is done handing out participation trophies, at least for now. You likely won't do well just showing up and playing the game.
Is it Time to Believe in a Value Rotation?
Questions about the staying power of the present market turn are crucial for portfolio positioning.