Is Oil Trying To Warn Us Of Something?
Written by Michael Lebowitz and Lance Roberts | Nov 9, 2023 | Daily Market CommentaryOn the eve of the Hamas raid on Israel, crude oil was trading at $83 a barrel. It declined by $10 i...
> Read MoreOn the eve of the Hamas raid on Israel, crude oil was trading at $83 a barrel. It declined by $10 i...
> Read MoreFrom mid-July through September, the U.S. dollar rose steadily. Over the period, the dollar's value...
> Read MoreOver the last week, some of the largest and most well-followed investors, also known as whales, tur...
> Read MoreThe October labor report, released Friday, indicated slowing job growth in the US last month. The e...
> Read MoreAlmost a month ago, on October 7th, Hamas attacked Israel, and concerns of a much larger war in the...
> Read MoreIn the November FOMC statement, Chairman Powell and his colleagues at the Fed did as the market exp...
> Read MoreThe Bank of Japan's (BOJ) policy meeting on Tuesday resulted in a shift away from yield curve contr...
> Read MoreThe growth of the global economy and the value of the world's financial assets are a function of in...
> Read MoreFalse narratives are stories market pundits tell to justify market actions. Sometimes, they are fac...
> Read MoreThe September NFIB Small Business Optimism Index (blue) fell to 90.8 from 91.3, remaining near the ...
> Read MoreShares of Coke and Pepsi were down about 5% on Thursday and trending lower as Ozempic and other obe...
> Read MoreAmazon is facing an existing FTC problem that escalated last week. On Tuesday, the Federal Trade Co...
> Read MoreThe Treasury bond yield curve has a near-perfect track record for predicting recessions. Inverted y...
> Read MoreHigher mortgage rates are resulting in a shortage of inventory of used homes and a surge in new hom...
> Read MoreThree months ago, Congress and the President avoided a shutdown and default on government debt when...
> Read MoreGross Domestic Product (GDP) and Gross Domestic Income (GDI) are two very similar measures of econo...
> Read MoreRetailers did well over the last few years as consumers were flush with savings. Reduced spending d...
> Read MoreJerome Powell presents the Fed's keynote speech for its annual Jackson Hole symposium this morning....
> Read MoreGoldman Sach's announced that it is selling its Personal Financial Management Unit. The group manag...
> Read MoreU.S. Treasury yields have been rising recently on varied concerns. One such worry is that China wil...
> Read MoreThis commentary did not get emailed out yesterday, please accept our apologies. The data has been ...
> Read MoreMonday's Daily Commentary highlighted four factors that could lead to a credit crunch in the mortga...
> Read MoreJaret Seiberg of Cowen & Co. wrote an interesting report pointing to the potential of a credit ...
> Read MoreYesterday we learned that Exxon (XOM) is in talks with Tesla, Ford, and Volkswagen about supplying ...
> Read MoreTen and 30-year U.S. Treasury bond yields rose sharply, with their yields piercing 4%. The driver w...
> Read MoreThe Fed has raised rates by 5.50% in a little over a year. For the most part, during that period, F...
> Read MoreAlbert Edwards of Societe Generale wrote a thought-provoking piece based on the graph below. He ask...
> Read MoreThe Magnificent Seven (Apple, Amazon, Google, NVIDIA, Meta, Tesla, and Microsoft) have been on a te...
> Read MoreThe Federal Reserve closely follows how restrictive or easy its monetary policy is. While many indi...
> Read MoreOver the last three years, massive amounts of fiscal and monetary stimulus and irregular economic a...
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