Yet another regional Fed manufacturing survey warns of economic contraction. On Monday, the Dallas...
Rate Increase Expectations Are Starting To Fall
Rate increase expectations for the Fed are starting to fall rapidly as recent evidence suggests...
Market Fears Subside On Powell’s Testimony
Market fears subsided a bit over the past couple of days as Powell testified before Congress. While...
Powell Admits Possibility of Recession; Dudley Claims It’s Inevitable
Powell testified before the Senate Banking Committee Wednesday morning. He reaffirmed the Fedโs...
When Will “The Bottom” Be In? History Points to the Fed
The trillion-dollar question on nearly every investor’s mind lately is โWhen will the...
Is A Tradable Bottom In Sight?
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...