The road map for 2023 may continue to depend heavily on the Fed’s monetary policy stance. In...
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Bad News is Bad News Again
The markets went through an extended period earlier this year where bad news was good news. The...
New York Manufacturing Survey Validates The Fed
The key takeaway from Wednesday’s FOMC meeting: despite encouraging inflation news, the Fed...
50bps and More Hikes Coming
As was widely expected, the Fed hiked rates by 50bps to 4.25% – 4.50%. Currently, implied Fed...
Lower Inflation Reading Spurs the Bull
Stocks jumped out of the gate yesterday morning as lower-than-expected inflation readings led...
The Treasury Is Boosting Liquidity For Now
The U.S. Treasury department hit its debt limit on August 1st. As a result, they are quickly...
The Feds Path Ahead
Monetary policy governs financial market liquidity which drives asset prices. Therefore, as the Fed...
Carvana Goes Kerplop
Carvana, the online used car dealer, has had quite the fall from glory. On Wednesday, its shares...
Private REITs – The Next Liquidity Victim
As the Fed pulls liquidity from the financial system, those using too much leverage and or holding...
Financial Conditions Take Front and Center Stage
In Jerome Powell’s speech last week, which drove the markets 3% higher, he offered a warning...