Unlike the weakening ADP Employment report, the BLS payrolls report highlights a very healthy labor...
Lael Brainard Squashes Talk of a “Stall”
The following headline hit the wires Thursday morning: LAEL BRAINARD: VERY HARD TO SEE CASE FOR A...
The QT Era Has Begun
Yesterday the Federal Reserve began shrinking its balance sheet, kicking off a new QT era. The only...
German Inflation Shock Pushes Yields Higher
Recent inflation data for Germany and Europe shocked economists on Monday, rising much more than...
PCE Prices Offers Optimism Inflation Has Peaked
Like CPI, which was released two weeks ago, monthly PCE inflation was much lower than in March. The...
Did Nvidia Signal a Change in Sentiment?
Nvidia (NVDA) joins a long list of companies that reported decent earnings but reduced their future...
New Home Sales Plunge – Recession Evidence Strengthens
New home sales plummeted to an annualized rate of 591k, well below expectations of 750k. As the...
Snap Stock Mishap!
Social media company Snap’s stock fell over 40% in trading on Tuesday. Concerning us is not...
Bear Market Expectations
Last Friday, the S&P 500 briefly dipped to 3810, marking a 20.5% decline from its January 3rd...
Exxon and Energy Stocks Are On Fire
It is no secret that Exxon and the energy sector, in general, have been the best place to weather...