The April CPI inflation headline number, most followed by the media, provided a pleasant downward...
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Value Stocks and Passive Distortions
Today’s Commentary focuses on passive investment strategies and how they are making difficult...
Tighter Lending Standards Confirmed by Fed Survey
The Fed’s Senior Loan Officer Opinion Survey on Bank Lending Practices (SLOOS) confirmed a widely...
Employment Report Spoils Hopes for Rate Cut in July
Friday’s employment report revealed that Nonfarm Payrolls rose 253,000 last month, crushing...
How Long Until The Fed Cuts Rates?
Yesterday’s Commentary, Is the Fed Done, contemplates whether or not Wednesday’s rate...
Is The Fed Done?
The Fed raised rates by 25 basis points to 5.00-5.25%, hinting at a pause in future hikes. Weaker...
The Fed and Treasury Will Soon Be At Odds
Treasury bond prices fell sharply on Monday and rallied back strongly on Tuesday as traders...
Size Seems To Be All That Matters
Since Silicon Valley Bank’s collapse in early March, only one stock factor has mattered for...
Bad Market Breadth Warrants Caution
The equity markets surged last Thursday and continued upward on Friday on poor economic news and...
Velocity is the Oft Overlooked Inflation Component
When most economic prognosticators forecast inflation, they often base it on money supply changes....
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