4 minute read
Other inflation metrics remain sticky and persistent.
8 minute read
Does today’s soft jobs report successfully change the Fed's narrative?
7 minute read
Cooling GDP and accelerating inflation problematic for the Fed.
5 minute read
With yields rising and P/Es contracting, we need good first-quarter earnings.
6 minute read
Re-accelerating inflation and strong labor market delay Fed cuts.
Much stronger-than-expected jobs report keeps Fed rate cuts on hold.
With solid growth, sticky inflation and surging stocks, the Fed is in no hurry to cut rates.
Is the equity market rally inconsistent with Fed policy?
Biden left more questions than answers about his economic policies in his SOTU address.
Strong headline gains but weak data underneath.
Strong wage growth keeps Fed cuts off the bases.
Dismal retail sales in January cap a weak holiday spending season.
Stocks strong start portends a volatile but positive year.
Strong headline gains but a mixed picture beneath the surface.
Should keep the Fed on the sidelines in March.
Labor market and consumer spending firm, while inflation rises.
Zero for two out of the gate.
Strong job gains and rising wages keep Fed rate cuts on hold.
3 minute read
Three things to watch in 2024.
Inflation grinds lower, the Fed throws in the towel and holiday spending slows.
Fed rate cuts not coming anytime soon.
As the economy slows across the board, the Fed is done hiking rates.
Thanksgiving brings increased travel, falling prices and rallying financial markets.
Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.
Financial markets rally on perceived Fed pause.
Will it keep the Fed in play?
Back-to-School sales were soft, but consumers are spending elsewhere.
Employment, inflation and bonds combine for twists and turns for the journey of Fed policy.
Disruptions minor so far amid a global outlook that's a bit meh.