Mortgage Backed Securities
Relief Rally, Powell and the Fed Heads, Deflationary Forces, Apple's Clever Move
Is a Fed pivot near? Not necessarily. However, at least one of the Fed's key thinkers is at least doing just that... thinking.
Serious Fed, Traders More Than Investors, Top Dog Energy, 3M, Trading Belite Bio
The Fed was too easy for far too long and now will be too tight, probably for far too long.
Fed Reaction and Takeaways: The Statement, The Projections, The Balance Sheet
I have never seen a market downturn end on its own, without the Fed turning dovish as a catalyst or in response to some crisis-level situation.
Fed Day, Consumer Level Inflation, Mortgage Rates, Cash Option, ECB
A one time a 75 basis point increase would be the largest single increase made at one time since 1994.
Markets, Inflation, Fed Rate Hikes, Skating on Thin Ice, Staying 'Cashy'
So much for all of those genius economists that told you a 'recession' just wasn't in the data.
3 Key Fed Takeaways, the Rally, Deciphering Price Discovery, Less Than Convinced
Has the FOMC heeded Market Recon's advice? Probably not.
Fed Minutes, Terrible Transports, Eye-Popping Debt, Bond Yields, Defense Stocks
You are more likely to encounter an albino deer in the forest or shake hands with a friendly sasquatch than realize that interest rates have hit neutral territory.
Ukraine Unease, Index Intrigue, Sectors Slide, and Please Finesse It, Fed
Plus, quick technical looks at Northrop Grumman and Nvidia.
Panic City, Hot Inflation, Bullard's Bombshell, Tough Thursday, Futures Shock
Futures trading is now pricing in the near certainty of 50-basis-point liftoff for the fed funds rate on March 16 and a lot more beyond.
Not Your Average Thursday, CPI Setup, Cleveland Guardian, Uber, Trading Notes
Markets were so green Wednesday, it felt like somebody knew something.