Rate Increase Expectations Are Starting To Fall
Written by Michael Lebowitz and Lance Roberts | Jun 27, 2022 | Daily Market CommentaryRate increase expectations for the Fed are starting to fall rapidly as recent evidence suggests…
> Read MoreRate increase expectations for the Fed are starting to fall rapidly as recent evidence suggests…
> Read MoreMarket fears subsided a bit over the past couple of days as Powell testified before…
> Read MorePowell testified before the Senate Banking Committee Wednesday morning. He reaffirmed the Fed’s commitment to…
> Read MoreThe trillion-dollar question on nearly every investor’s mind lately is “When will the market bottom…
> Read MoreThe stock market is having its worst week since March 2020 when the Pandemic first…
> Read MoreOn Wednesday, the Atlanta Fed revised its Q2 growth estimate to 0.0%. Yesterday, the Philadelphia…
> Read MoreWhile the WSJ telegraphed the potential for a 75bps rate hike on Tuesday, the Fed’s…
> Read MoreThe graph below shows that 5yr yields have risen over 2% in 2022. Many in…
> Read MoreThe graph below shows that 2yr Treasury yields rose 0.25% on Friday, the largest one-day…
> Read MoreThe BLS CPI Inflation report surprised the markets, coming in hotter than expected. The surprises…
> Read MoreIn Thursday’s Commentary, we share the World Bank’s warning about global stagflation. We follow up…
> Read MoreThe World Bank is out with a stern warning that the global economy may be…
> Read MoreIn our May 19 Commentary, we shared commentary from Target’s CEO regarding the earnings and…
> Read MoreAs measured by VIX, Volatility has been elevated throughout the current downward trend. Such is…
> Read MoreUnlike the weakening ADP Employment report, the BLS payrolls report highlights a very healthy labor…
> Read MoreThe following headline hit the wires Thursday morning: LAEL BRAINARD: VERY HARD TO SEE CASE…
> Read MoreYesterday the Federal Reserve began shrinking its balance sheet, kicking off a new QT era….
> Read MoreRecent inflation data for Germany and Europe shocked economists on Monday, rising much more than…
> Read MoreLike CPI, which was released two weeks ago, monthly PCE inflation was much lower than…
> Read MoreNvidia (NVDA) joins a long list of companies that reported decent earnings but reduced their…
> Read MoreNew home sales plummeted to an annualized rate of 591k, well below expectations of 750k….
> Read MoreSocial media company Snap’s stock fell over 40% in trading on Tuesday. Concerning us is…
> Read MoreLast Friday, the S&P 500 briefly dipped to 3810, marking a 20.5% decline from its…
> Read MoreIt is no secret that Exxon and the energy sector, in general, have been the…
> Read MoreThe Fed pays a lot of attention to financial stability or market functioning, and they…
> Read MoreAnother day and another stern warning that consumers are struggling. Below we provide details on…
> Read MoreWalmart posted earnings per share of $1.30, much weaker than expectations for $1.48. While the…
> Read MoreThe May New York Fed Empire State Manufacturing Survey fell sharply into economic contraction levels…
> Read MoreThe S&P 500 capped off last week on a positive note with a rally to…
> Read MoreProducer prices (PPI) for April met expectations rising .5%. While .5% is a big monthly…
> Read More