JP Morgan and Wells Fargo kicked off the third-quarter earnings season on Friday. JP Morgan handily...
Hawkish Dovish Monetary Policy: The Feds Unusual Stance
The graph below, courtesy of Bloomberg, shows their Intelligence data rates the latest Fed meeting...
The VIX Is Rising With The Market: Should We Care?
The VIX volatility index spiked on the August 5th yen carry trade sell-off and has not recovered to...
Chinese Pavlov Traders Are Hungry For Stimulus
Chinese stocks (CSI 300) opened Tuesday morning following their week-long Golden Week holiday, with...
Are Employment And CPI Reports That Important To Markets?
The Fed has begun cutting interest rates with the timing and amount of future cuts predicated on...
Goldilocks Employment Data Soothes Investors
Investors are betting on Goldilocks, meaning slow but steady economic and employment growth. This...
Public Companies Fall By The Wayside
The number of publicly listed U.S. companies has significantly decreased, from 7,300 to 4,300 in...
Powell Resets Market Expectations
Following the Fed’s somewhat aggressive 50 bps rate cut two weeks ago, the stock and Fed...
China Stocks Are On Fire, Will It Spread?
Over the last month, China has injected its economy with an incredible amount of monetary and...
PCE Inflation Nears The Feds Target
The Fed got a welcome bit of news on Friday with the PCE price index. The Fed’s preferred...