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...
Does The Consumer Price Index Augur a 1% Rate Hike?
The Consumer Price Index, CPI, rose above last month’s figures and economists’...
Small Business Expectations Hit Record Lows
The latest NFIB- Small Business Optimism Survey fell for the sixth straight month. Per the NFIB-...
Gold Price Languishes, What’s Next?
As we show below, gold (GLD gold ETF) prices have taken it on the chin lately. The current gold...
Earnings Season Is Upon Us. Are Estimates Too High?
Earnings season starts next week, with banks and airlines leading the way. Last earnings season...
Fertilizer Stocks Plummet With Agricultural Prices
The graph below shows the four largest fertilizer stocks (MOS, NTR, CF, and IPI) have seen a quick...
US Dollar Soars, Further Stifling Economic Growth
On Wednesday morning, the US Dollar hit a 20-year high. A strong dollar makes The Fed’s...
Corporate Bond Spreads Raise Concerns
During June, the BBB-rated investment-grade corporate bond index rose 25bps more than...
The Bond Market Is Presenting Mixed Messages
Bond markets are presenting quite a conundrum for investors. Over the last three months, the yield...