The hot January CPI report bolsters the Fed’s view that inflation will not fall as rapidly as...
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Meme Stocks For 2023?
The scatter plot below compares various stock factor returns for 2022 and 2023, year to date. The...
Economic Confusion
In our Commentary 2023 Challenge: Contradiction, we discussed Lance’s recent article, The...
10 Year Treasury Auction Sees Great Demand
Wednesday’s 10-year Treasury auction was met with solid demand. More interestingly, the...
2023 Challenge: Contradiction
As we start 2023, the challenge this year for investors appears to be whether we rely on bearish...
Yellen Says No Recession On The Horizon
Yesterday, U.S. Treasury Secretary Janet Yellen stated: “You don’t have a recession when you...
Corporate Bond Spreads and Defaults Set to Increase
The graphs below point to a potential problem for corporate bond investors. The graph on the left...
Apple Earnings Break a 7 Year Streak
Apple missed earnings estimates for the first time in seven years or the last 28 quarterly earnings...
BLS Employment Preview
Heading into today’s BLS employment report, it’s worth summarizing other recent labor...
The Fed Funds Rate Inches Higher
As expected, the FOMC increased the Fed Funds rate by 25bps to 4.50%. They also anticipate that...