If you think the Fed is hawkish, you ain’t seen nothing yet. In a Bloomberg editorial...
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Conagra Warns About Inflation
With first-quarter earnings announcements starting soon, investors are trying to figure out how...
Transportation Index Bears Watching
The Dow Jones Transportation Index is down about 12% in just the last seven days, while the S&P...
Brainard Scares Investors with QT
In Monday’s Commentary, we wrote: “Keep an eye on Fed speeches for any guidance on QT...
Musk Takes A Stake in Twitter
Tesla’s CEO, Elon Musk, announced he has accumulated a 9% stake in Twitter (TWTR). Shares of...
Yield Curve Inverts On Strong Employment Report
The most followed U.S. Treasury yield curve, 2yr vs. the 10yr, is now solidly inverted. The most...
Crude Oil Prices Fall As Biden Releases More Oil
Crude oil prices tumbled Thursday as President Biden announced the DOE would release 1 million...
Restoration Hardware Has Telling Commentary
Restoration Hardware (RH) stock is trading over 10% lower as it missed earnings expectations...
Consumer Confidence Rises
The Conference Board Consumer Confidence index unexpectedly rose to 107.2, from 105.7. Despite the...
Yield Curve Recession Warning
The U.S. Treasury yield curve continues to flatten and, in some cases, invert and therefore warn of...