Gloves Up!
As we have discussed recently, the Fed’s directive and therefore the market’s attention, has pivoted from fighting inflation to fighting recession. This creates data response
Ch-Ch-Ch-Ch Changes, Oh Yeah!
Third Quarter, 2024 Ch-Ch-Ch-Ch Changes, Oh Yeah! The only constant in our lives is change. As musical legend David Bowie once said, “Ch-ch-ch-ch changes! Turn
Thanks, China!
This week marked a continuation of the current stock market rally into record territory. Jerome Powell’s bold .50% rate cut boosted markets last week and
Powell Power!
Those of you who viewed our 2024 Halftime Report will recall that we designated the conflict between the backward-looking FOMC and the forward-looking Jerome Powell
What’s Sequestering Stocks?
Periodically, and currently, markets seem disoriented. Soft economic data pairs poorly with small cap outperformance. Higher inflation readings pair poorly with lower rates. US currency
The Powell Payday!
For those who watched our 2024 halftime report, you will recall our concern that the greatest risk for investors resided within the tension between the
The Storm Before the Calm
The Full Story: This week produced a deluge of earnings reports, Fed policy decisions, and economic reports. Each held stand-alone information that told investors one
The Most Important Thing
The Full Story: The most important thing when forecasting markets is to know what the most important thing is. Over the past few years, the
Gloves Up!
As we have discussed recently, the Fed’s directive and therefore the market’s attention, has pivoted from fighting inflation to fighting recession. This creates data response
Ch-Ch-Ch-Ch Changes, Oh Yeah!
Third Quarter, 2024 Ch-Ch-Ch-Ch Changes, Oh Yeah! The only constant in our lives is change. As musical legend David Bowie once said, “Ch-ch-ch-ch changes! Turn
Thanks, China!
This week marked a continuation of the current stock market rally into record territory. Jerome Powell’s bold .50% rate cut boosted markets last week and
Powell Power!
Those of you who viewed our 2024 Halftime Report will recall that we designated the conflict between the backward-looking FOMC and the forward-looking Jerome Powell
What’s Sequestering Stocks?
Periodically, and currently, markets seem disoriented. Soft economic data pairs poorly with small cap outperformance. Higher inflation readings pair poorly with lower rates. US currency
The Powell Payday!
For those who watched our 2024 halftime report, you will recall our concern that the greatest risk for investors resided within the tension between the
The Storm Before the Calm
The Full Story: This week produced a deluge of earnings reports, Fed policy decisions, and economic reports. Each held stand-alone information that told investors one
The Most Important Thing
The Full Story: The most important thing when forecasting markets is to know what the most important thing is. Over the past few years, the
