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...
The last time the Fed hiked the Fed Funds Rates above 2.25% was Sept 27th 2018. It was also doing just $45 billion per month of...
The intractable inflation seen in the June CPI print isn’t all about some aberrant spike in food and energy prices. Core CPI (ex food and energy)...
Asset prices are falling and the economy is shrinking at the same time inflation is at a record high. This means for the first time in...
The bear market should continue until a sufficient amount of disinflation is manifest, which can then give Chair Powell the economic and political cover to turn...
The economy is so weak right now that it only took one, 25 bp rate hike to invert the 10-2 yield spread. This leaves just about...
This hiking cycle is totally incomparable to any other. And it will have an extremely negative effect on the record-high values seen in the equity market...
The Fed is now forced to combat inflation whether it really wants to or not. At the nucleus of the inflation issue are runaway owners' equivalent...
While Powell may desire to pivot back to a Dove as the stock market and economic data begins to falter, he cannot easily do so…not while...
When you factor in the massive fiscal and monetary cliffs together with the most overvalued stock market in history, you have the recipe for potential unprecedented...