JP Morgan and Wells Fargo led off earnings season on Friday. Despite the woes hitting smaller...
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Fed Downgrades Forecast to a Mild Recession
The FOMC minutes show Fed members collectively downgraded their economic forecast for 2023. Instead...
Equity Volatility Grinds to a Halt
Volatility in the equity markets has fallen significantly over the last few weeks. The graph below...
Hedge Fund Shorts Are Extreme
At the bottom of this Commentary, we share a popular Tweet warning that Hedge Funds collectively...
Bank Loans Shrink At A Disturbing Pace
CPI, Retail Sales, and Employment are often the three most important economic data releases in a...
30 Year Yields Break Lower
We added to our 30 year UST bond exposure on Wednesday via the ETF TLT. The recent rally in bond...
Will Robots Dominate the Workforce?
As we gear up for Friday’s employment report, we wonder if we are in the dying days where the...
Bond Markets Are Also Sending Confusing Messages
Our most recent newsletter (Analysts Warn of Recession. Analysts Disagree) discusses confusing...
Oil Prices Surge on OPEC Cut
In a surprise announcement Sunday morning, OPEC cut oil production by 1.15 million barrels per day...
Demand Drives Inflation
Thomas Barkin, President of the Richmond Fed, made a very important pronouncement on Thursday. In a...