The BLS employment report showed that job growth has finally normalized to pre-pandemic levels. Per...
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TINA Is Back But For The Bond Bulls
Equity investors used the acronym TINA to justify buying stocks at excessive valuations. TINA...
Fitch Downgrades America. Does It Matter?
On August 5, 2011, S&P downgraded the United States’ credit rating to AA+. Almost to the...
XOM Is Diversifying Well Beyond Oil
Yesterday we learned that Exxon (XOM) is in talks with Tesla, Ford, and Volkswagen about supplying...
Kashkari Is A Moderating Hawk
In last week’s Commentary, Doves Versus Hawks, we stated: “There appear to be two camps...
Flexible Japanese Monetary Policy Weighs On U.S. Bonds
Ten and 30-year U.S. Treasury bond yields rose sharply, with their yields piercing 4%. The driver...
PacWest is Back in the Headlines
Remember PacWest? Following the demise of Silicon Valley, Silvergate, and Signature banks in March,...
Lower Rates Limited Stimulus – The Feds Future Headache
Over the last thirty years, the Fed has relied on lower interest rates to pump the economy when it...
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...
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