Goldman Sachs has been vocal over the last week or two, making a good case for the Fed to cut rates...
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The UM Sentiment Survey Confirms Consumer Jitters
The University of Michigan consumer sentiment survey (UM) unexpectedly fell sharply a month ago...
The Credit Widening In The Coal Mine
Coal miners used to bring canaries into the mines to protect themselves from harmful gases. The...
Prices Decline Raising The Odds Of A Rate Cut
The Consumer Price Index (CPI) fell 0.1% last month, following 0.0% the prior month and...
QT Today: QE Tomorrow
The Fed’s balance sheet peaked at $9 billion in April 2022. Today, after two years of...
Chair Powell Testifies To Congress
Fed Chair Jerome Powell testified to Congress yesterday and updated them with the Fed’s...
The Market Is Very Extended But It Can Stay That Way
A reader asked us how concerned we are about the market’s extension from crucial moving...
July 31 Is Back On The Markets Calendar With Fridays Jobs Report
A year ago, the Fed Funds futures market thought the Fed would have cut rates two to three times...
R Star: A Culprit Behind Higher Interest Rates
As we shared on Monday, The Fed Funds Rate Is Too High. The biggest reason is the Fed fears another...
The Economy Is Normalizing – Whats Next?
Tuesday’s JOLTs report is one of many data points showing that the labor market is near or...