Bank of England Cries Uncle
Written by Michael Lebowitz and Lance Roberts | Sep 29, 2022 | Daily Market CommentaryJust days after raising interest rates and starting QT, the Bank of England is taking…
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Stocks or Bonds?
Written by Michael Lebowitz and Lance Roberts | Sep 28, 2022 | Daily Market CommentaryMany investors are frequently reallocating their holdings between stocks and bonds. This year, figuring out…
> Read MoreFX Volatility Threatens The Fed’s Plans
Written by Michael Lebowitz and Lance Roberts | Sep 27, 2022 | Daily Market CommentaryThe British Pound (GBP) opened trading on Sunday night at 1.08. Within the first hour…
> Read MoreDollar Strength Leading to Investor Pain
Written by Michael Lebowitz and Lance Roberts | Sep 26, 2022 | Daily Market CommentaryWhy are stocks, bonds, and commodities tumbling? To answer, one only needs to look at…
> Read MoreJapan Says Enough is Enough
Written by Michael Lebowitz and Lance Roberts | Sep 23, 2022 | Daily Market CommentaryU.S. Investors woke to the following headline yesterday morning: “JAPAN TOP CURRENCY DIPLOMAT KANDA: FOREX…
> Read MoreHawkish Tone Prevails at the Fed
Written by Michael Lebowitz and Lance Roberts | Sep 22, 2022 | Daily Market CommentaryAs we and many suspected, the Fed and Jerome Powell are not backing off their…
> Read MoreFOMC Policy Alternatives- Hawkish or Dovish?
Written by Michael Lebowitz and Lance Roberts | Sep 21, 2022 | Daily Market CommentaryAt 2 pm ET, the Fed’s FOMC will update monetary policy. Given the Fed’s role…
> Read More100bps? Fed Meeting Kicks Off
Written by Michael Lebowitz and Lance Roberts | Sep 20, 2022 | Daily Market CommentaryThe Fed’s two-day policy meeting kicks off this morning with expectations of a 75bps Fed…
> Read MoreFed Ex Says Global Recession is Here
Written by Michael Lebowitz and Lance Roberts | Sep 19, 2022 | Daily Market CommentaryFed Ex stock fell about 20% after they delivered disappointing earnings and significantly lowered forward…
> Read MoreRail Strike Averted- Price Wage Spiral Accentuated
Written by Michael Lebowitz and Lance Roberts | Sep 16, 2022 | Daily Market CommentaryThe nation’s supply lines were spared a massive blow as the rail workers union and…
> Read More4 Percent Money Market Yields- Is It Enough?
Written by Michael Lebowitz and Lance Roberts | Sep 15, 2022 | Daily Market CommentaryIn the tweet below, Lance asks investors a critical question. Is 4 percent enough of…
> Read MoreOptions Expiration On Friday: Buckle Up
Written by Michael Lebowitz and Lance Roberts | Sep 14, 2022 | Daily Market CommentaryThis Friday’s quad witching options expirations can generate a lot of market volatility. At the…
> Read MoreHousehold Net Worth Plummets
Written by Michael Lebowitz and Lance Roberts | Sep 13, 2022 | Daily Market CommentaryU.S. household net worth fell in 2Q22 by $6.1 trillion following a slight decline in…
> Read MoreDollar Dump and Everything Else Jumps
Written by Michael Lebowitz and Lance Roberts | Sep 12, 2022 | Daily Market CommentaryTraders dumped the U.S. dollar on Friday, and most asset classes rallied. It is becoming…
> Read MoreGoldman Sachs Follows The Fed’s Lead
Written by Michael Lebowitz and Lance Roberts | Sep 9, 2022 | Daily Market CommentaryThe Fed’s media mouthpiece, Nick Timiraos of the Wall Street Journal, let it be known…
> Read MoreFlatten The Curve, Again
Written by Michael Lebowitz and Lance Roberts | Sep 8, 2022 | Daily Market CommentaryA year or two ago, politicians were demanding we need to flatten the curve. At…
> Read MoreOPEC Production Cuts- Does It Matter?
Written by Michael Lebowitz and Lance Roberts | Sep 7, 2022 | Daily Market CommentaryOn Friday, the G7 announced a price cap on Russian oil. Russia quickly retaliated by…
> Read MoreJob Growth Remains Strong
Written by Michael Lebowitz and Lance Roberts | Sep 6, 2022 | Daily Market CommentaryThe administration warned that job growth would cool off in last Friday’s employment report. The…
> Read MoreGood News May Not Be Good For Investors
Written by Michael Lebowitz and Lance Roberts | Sep 2, 2022 | Daily Market CommentaryFollowing Powell’s hawkish speech last Friday, investors are not happy. Their concern is that Powell…
> Read MoreGot Lithium?
Written by Michael Lebowitz and Lance Roberts | Sep 1, 2022 | Daily Market CommentaryLithium is a key material in electric vehicle (EV) batteries. Not surprisingly, with the rampant…
> Read More95 Billion a Month of Liquidity Drainage Starts Today
Written by Michael Lebowitz and Lance Roberts | Aug 31, 2022 | Daily Market CommentaryThe Federal Reserve’s balance sheet unwind, aka Quantitative Tightening (QT), ramps up today to 95…
> Read MoreTwo-Year Yields Highest Since 2007
Written by Michael Lebowitz and Lance Roberts | Aug 30, 2022 | Daily Market CommentaryTwo-year Treasury note yields neared 3.50% yesterday, the highest level since 2007. At that time,…
> Read MoreEnergy Bill Crisis
Written by Michael Lebowitz and Lance Roberts | Aug 29, 2022 | Daily Market CommentaryBloomberg recently published a disturbing article entitled- A ‘Tsunami of Shutoffs’: 20 Million US Homes…
> Read MoreFed Trial Balloon is Floating Over Jackson Hole
Written by Michael Lebowitz and Lance Roberts | Aug 26, 2022 | Daily Market CommentaryAs we have noted, the Fed will often use the media, and in particular, Nick…
> Read MoreJackson Hole Conference Slows the Bulls
Written by Michael Lebowitz and Lance Roberts | Aug 25, 2022 | Daily Market CommentaryThe recent market uptrend is stalling. The culprit is most likely the coming annual Jackson…
> Read MoreEuro-Dollar Parity
Written by Michael Lebowitz and Lance Roberts | Aug 24, 2022 | Daily Market CommentaryFor the first time in 20 years, the euro-dollar pair is trading below 1.00 (parity)….
> Read MoreMeme Stocks On A Roller Coaster
Written by Michael Lebowitz and Lance Roberts | Aug 23, 2022 | Daily Market CommentaryIn Monday’s commentary, we discussed how Bed Bath & Beyond (BBBY) shares rose almost five-fold…
> Read MoreBlood Bath & Beyond
Written by Michael Lebowitz and Lance Roberts | Aug 22, 2022 | Daily Market Commentary“Blood Bath” & Beyond (BBBY) was the latest meme stock to be forced into a…
> Read MoreShort Covering Grinds To A Halt
Written by Michael Lebowitz and Lance Roberts | Aug 19, 2022 | Daily Market CommentaryShort covering has stopped. Over the last couple of days, markets have meandered as investors…
> Read MoreUK CPI Threatens the “Peak CPI” Narrative
Written by Michael Lebowitz and Lance Roberts | Aug 18, 2022 | Daily Market CommentaryStock markets have been on fire since the last round of inflation data which showed…
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