Economic Headwinds Are Starting To Gust
Written by Michael Lebowitz and Lance Roberts | May 9, 2024 | Daily Market CommentaryWith just a few graphs, we can visualize how economic headwinds are about to get stiffer. Additiona...
> Read MoreWith just a few graphs, we can visualize how economic headwinds are about to get stiffer. Additiona...
> Read MoreIn June, Apple is expected to announce its progress on AI development, including Project ACDC, whic...
> Read MorePersonal consumption accounts for two-thirds of economic activity. Therefore, the means by which co...
> Read MoreLast week's Employment Cost Index (ECI) shook the stock and bond markets as investors worried that ...
> Read MoreStarbucks latest earnings report sends the message that consumers may finally be retrenching after ...
> Read MoreAs was widely expected, the Fed left interest rates unchanged. Jerome Powell alluded that it's much...
> Read MoreEli Lilly (LLY) shares have risen significantly as the company is proving to be a leader in a new c...
> Read MoreYear to date, the yen has fallen by 10% versus the U.S. dollar. Consequently, the decline is catchi...
> Read MoreYesterday, the Bureau of Economic Analysis (BEA) reported that real GDP grew by 1.6%, putting the n...
> Read MoreMeta shares fell almost 20% following a better-than-expected earnings report. The day before, Tesla...
> Read MoreThe U.S. Treasury now has $930 billion in cash in its Treasury General Account (TGA) held at the Fe...
> Read MoreThe Wall Street Journal posted an article on bank rule changes entitled A Century-Old Lending Lifel...
> Read MoreOver the last few weeks, the market tone has changed. The S&P 500 is no longer tracking a stead...
> Read MoreInvestors tend to prefer periods of stability. However, as we share below, politicians' promises ap...
> Read MoreThe narrative de jour scaring bond investors is reflation. The recent stickiness and even uptick in...
> Read MoreYesterday's Commentary discussed the coming halving of Bitcoin and its pros and cons for Bitcoin mi...
> Read MoreOn Saturday, April 20, Bitcoin will be halving. Halving is an essential part of what makes Bitcoin ...
> Read MoreIn our article Is Toyota The Next Tesla, we discuss recent trends in the automobile industry. In pa...
> Read MoreFrom a macroeconomic perspective, Friday's bank earnings reports provide two important pieces of in...
> Read MoreWith the latest round of inflation data in hand, it appears the Fed has two paths to consider. Nick...
> Read MoreJurrien Timmer, Director of Global Macro at Fidelity, asks- "What time is it in the cycle? Now that...
> Read MoreThere’s a lot to suggest that this is still a very fragile recovery despite the fact it continue...
> Read MoreAmazon stock accounts for 25% of the Consumer Discretionary sector (XLY), and it has been up 23% ye...
> Read MoreThe average Wall Street forecast for job growth was 200k, with the highest individual at 290k. Per ...
> Read MoreThis past week's ISM service and manufacturing surveys continue to show divergence between the two ...
> Read MoreMarkets often experience periods, like today, where specific sectors or factors lead the market. Id...
> Read MoreTypically, credit spreads and yields on junk bonds align with credit stress and anticipated stress ...
> Read MoreFor the better part of the last two years, Jerome Powell and the Fed have clearly indicated that mo...
> Read MoreIn a speech last Thursday, Fed Governor Christopher Waller showed how even the most hawkish Fed mem...
> Read MoreAs shown on the left, from 1979 until 2000, the correlation between small cap returns (Russell 2000...
> Read More