The 10/2 spread could be opening the door to what we have dreaded for so long: a recession that now feels like it might not end up being so soft or so shallow.
With the CPI on tap, it is not as simple as dovish being good and hawkish being bad.
This could be an opportunity for dividend investors.
All three are preferred stocks that currently have floating-rate features.
Falling markets are an interesting time to check out deeper value screens, including this one based on the legendary investor.
Banks are going to get hit on the basis of valuation alone, even if there is not a run on deposits.
As indexes swoon, the sun may be starting to peek through the clouds.
Staying mindful of valuations and waiting for moments of heightened fear to buy could serve investors well.
Commercial REITs also remain vulnerable, especially in the office sector.
I sold half of my bank positions last week before news of the SVB collapse. This is my plan for them now.