The U.S. CPI was largely as expected, and markets rejoiced on Thursday. The CPI is the subject of our Chart of the Week. Friday reversed Thursday's...
The markets appear to be rolling over. It was noted there have been three seminal events since 2000 - 9/11, the 2008 financial crisis and the...
Rising oil prices are just one of the things that one has to be concerned about. Inflation (rising oil prices are inflationary, but not the only...
Highlight at the end of the week was Fed Chair Jerome Powell speaking at the annual Jackson Hole, Wyoming symposium. He was a bit hawkish so...
Summer doldrums it seems have hit markets. Some indices were up and others down but never by very much. News was driven in the markets by...
Recession? What recession? That seems to be the cry today, as the soft landing scenario starts gaining favor. But, before getting our hopes up, let's not...
Despite Thursday's reversal day, the markets continue to rise, hinting at a Goldilocks economy. That said, the inverted yield curve is a concern; a recession typically...
The big news of this past week was the potential end of the grain deal between Russia/Ukraine. This sparked a jump in wheat and grain prices....
Our theme this week is bear markets. We cite BlackBerry as a prime example of a long bear market that is not yet finished. The rise...
The BOE and some others hiked interest rates this past week and the Fed is indicating that two more hikes could be on the way. The...