The stock market is having its worst week since March 2020 when the Pandemic first rocked the...
Philadelphia Fed, Like Atlanta Fed, Signals Weakness
On Wednesday, the Atlanta Fed revised its Q2 growth estimate to 0.0%. Yesterday, the Philadelphia...
75bps Of Shock and Awe Calms Markets
While the WSJ telegraphed the potential for a 75bps rate hike on Tuesday, the Fed’s decision...
Inflation Expectations Are Flat- What Gives?
The graph below shows that 5yr yields have risen over 2% in 2022. Many in the media ascribe the...
2yr Treasury Yields Soar
The graph below shows that 2yr Treasury yields rose 0.25% on Friday, the largest one-day change...
CPI – Onward and Upward
The BLS CPI Inflation report surprised the markets, coming in hotter than expected. The surprises...
CFO Survey Points To Recession Risk
In Thursday’s Commentary, we share the World Bank’s warning about global stagflation....
World Bank Warns of Global Stagflation
The World Bank is out with a stern warning that the global economy may be in for a bout of...
Target Warns Yet Again
In our May 19 Commentary, we shared commentary from Target’s CEO regarding the earnings and...
Volatility Ahead: VIX Offers Caution To Investors
As measured by VIX, Volatility has been elevated throughout the current downward trend. Such is...