2023 Challenge: Contradiction
Written by Michael Lebowitz and Lance Roberts | Feb 9, 2023 | Daily Market CommentaryAs we start 2023, the challenge this year for investors appears to be whether we rely on bearish fu...
> Read MoreAs we start 2023, the challenge this year for investors appears to be whether we rely on bearish fu...
> Read MoreYesterday, U.S. Treasury Secretary Janet Yellen stated: “You don’t have a recession when you ha...
> Read MoreThe graphs below point to a potential problem for corporate bond investors. The graph on the left h...
> Read MoreApple missed earnings estimates for the first time in seven years or the last 28 quarterly earnings...
> Read MoreHeading into today's BLS employment report, it's worth summarizing other recent labor market data. ...
> Read MoreAs expected, the FOMC increased the Fed Funds rate by 25bps to 4.50%. They also anticipate that "on...
> Read MoreAt 2 pm ET, the FOMC releases its Fed Funds rate decision, and Powell will hold a press conference ...
> Read MoreWhile only a month into the new year, 2023 has been marked by a sector rotation that has mainly bee...
> Read MoreAs we consider how the Fed might adjust the Fed Funds rate on Wednesday, it's also worth contemplat...
> Read MoreWe asked Chat GPT, the new artificial intelligence (AI) engine, that exact question. The answer fol...
> Read MoreA shift to stocks that offer real value and dividends is one of our key investment themes to start ...
> Read MoreThe U.S. Leading Economic Indicators, compiled by the Conference Board, fell by 1.0%. The decline w...
> Read MoreThe S&P 500 and other major markets are testing a critical juncture. As we highlight below, the...
> Read MoreFormer U.S. Treasury Secretary Larry Summers spoke strongly to CNBC about the necessity for the Fed...
> Read MoreThe Debt Limit has been reached, and the Treasury is resorting to "extraordinary measures" to keep ...
> Read MoreThe Bank of Japan (BOJ) left its short-term interest rate at -.10% and vowed to maintain a 0.50% yi...
> Read MoreDespite its growing popularity among retail investors and influence on markets, 0DTE is probably a ...
> Read MoreEarnings from the big banks were generally good, but the banks expressed concern about the economy....
> Read MoreThe HOPE analysis we presented in Monday's Commentary addressed the typical progression of economic...
> Read MoreA golden cross occurs when a shorter moving average crosses above a longer moving average. Converse...
> Read MoreLast year, as the market trended lower, higher dividend stocks sheltered investors from the storm. ...
> Read MoreMichael Kantro, CIO of Piper Sandler, uses the HOPE cycle to show the order in which economic activ...
> Read MoreSilvergate Capital (SI) fell 40% on Thursday and is down by nearly 80% over the last six months. Si...
> Read MoreThe Fed Funds Futures market implies the Fed will raise the Fed Funds rate to 5%, keep it there for...
> Read MoreMany passive investors, such as those in retirement plans, use the start of a new year to reconside...
> Read MoreEntering 2023, investors seem to singularly focus on the Fed's interest rate policy, not the elepha...
> Read MoreLooking back at what drove asset prices is a crucial part of the forecasting process for 2023. In h...
> Read MoreWhile we are still in 2022, stocks traded on Thursday will settle in 2023. This has importance for ...
> Read MoreMastercard's SpendingPulse report provides valuable information on credit card spending through the...
> Read MoreExtremely harsh weather conditions from winter storm Elliot resulted in thousands of flight cancell...
> Read More