Over the last thirty years, the Fed has relied on lower interest rates to pump the economy when it...
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Taylor Swift and The Swifties Are Pumping the Economy
“Despite the slowing recovery in tourism in the region overall, one contact highlighted that...
Consumer Borrowing Facing Headwinds
The recent New York Fed Credit Access Survey report shows consumer borrowing is becoming more...
Albert Edwards Asks What on Earth is Going On?
Albert Edwards of Societe Generale wrote a thought-provoking piece based on the graph below. He...
Will the Nasdaq Rebalance be a Nothing Burger?
On July 24th, the Nasdaq 100 will reduce the weightings of its top seven holdings to try to better...
Are The Treasury and Fed Managing Market Liquidity?
The federal debt cap was lifted on June 3, 2023. The Treasury immediately flooded the markets with...
Europe Is Facing Economic Stagnation
Yesterday’s Wall Street Journal led with a troubling article on Europe’s economy. Their...
Mixed Bank Earnings Kick Off Q2 Results
Earnings season began with mixed results from three of the largest US banks on Friday. JPMorgan and...
Are Small Cap Stocks Next Up For a Rally?
The Magnificent Seven (Apple, Amazon, Google, NVIDIA, Meta, Tesla, and Microsoft) have been on a...
The CPI Dilemma, Decoding Monthly vs Annual Inflation Rates
The BofA graph below (right) is making the rounds on Twitter and causing investors quite a dilemma...