Connect with us
The Fed's balance sheet expansion was one of the main drivers of asset prices and liquidity in the aftermath of the pandemic, as it injected trillions...
While we believe Treasury Yields are a no-touch right now, they should begin to see big inflows once the labor market begins to crack and the...
Too bad most of the market is still not following the trend of AI and high-tech stocks. And that includes the commodity stocks, especially energy, gold...
The last time the Fed paused hiking the FFR anywhere near 5.25% was not coincidentally during the prelude to the Great Recession & Financial Crisis, which...
The Fed hiked another 25 bp as expected. The Fed outlined some of the problems but downplayed the bank crisis. They also left things open for...
Do you want to know what is really plaguing the entire banking system? A plethora of high-risk loans was made when money was virtually free during...
A big week coming up with the FOMC May 2-3 and the expected 25 bp hike with a pause. Friday brings us the April job numbers...
The PPI came out this week and was somewhat higher than expected. The Fed made hawkish statements. Markets swooned, gold dropped, USDX and bond yields rose....
Banks truly are the bloodstream of an economy, and for the world’s largest economy (the US) through which trillions of dollars flow every day, their solvency...
Peak inflation and lower borrowing costs are great news for equities in the medium and longer term. Nevertheless, buying stocks into the teeth of a recession...