Three themes dominated this past week. We cover all three. Inflation, the debt limit and the still ongoing banking crisis along with the emerging commercial real...
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...
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...
While we live in an ever-changing world we have events today that could leave the world dramatically changed from where it was prior. We re-chronicle the...
Oil prices (along with all commodities) have played a role in inflation particularly over the past 75 years. We show how rising and falling oil prices...
We look at price performance for some selected assets over time. Gold is a leader which may surprise many. Worst performer is bonds. We also examine...
Markets put in a good week last week as they seem to believe the Fed will pivot and the banking crisis is over (hint: it isn't)....
The banking crisis continues with the potential collapse this past week of Deutsche Bank. DB is in the category of too big to fail like Credit...
All the turmoil surrounding the collapse of SVB and Signature plus bail-outs of Credit Suisse and First Republic resulted in flights of safety as gold and...
SVB bank along with the job numbers became our "chart of the week" as we scrambled to keep us up to date. It's a big oops!...