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WMT Strikes Again
A few months ago, we wrote the following about WMT’s first quarter earnings: “Walmart...
Tech Layoffs Dampening Employment Picture
On Monday, MarketWatch published Its the End of “Fantasyland” for Big Tech and its...
Did Yields Peak?
Bond investors have had a rough year. However, there is hope on the horizon. Despite inflation at...
Yuan Stumbles, ECB Surprises, and Commodities Fall
Commodities were a sea of red yesterday as the Chinese Yuan stumbled, and the ECB raised rates by...
Is a Fed Pivot Rally In The Cards?
Fed pivot? Zero Hedge shared a Bloomberg article yesterday titled “If The Fed Pivots Sooner...
Savers Rejoice Over 3% Yields- Should They?
Most stock and bond investors have been punished by the Fed’s aggressive monetary stance...
Fed Meeting is Next Week- Buckle Up This Week
The graph below from Mott Capital Management warrants some caution heading into the next...
Fed Presidents Talk Down a 1% Rate Hike
On Thursday, Fed Presidents Bullard and Waller talked down market expectations for a 1% rate hike...
JPM Braces For Recession
JP Morgan (JPM) kicked off the Q2 earnings season with disappointing results. JPM earnings per...