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March 4 2024
Markets/Economy .
Article

2 minute read

Data is in the eye of the beholder
March 4 2024

Weekly Cash Commentary

March 1 2024
Markets/Economy .
Article

7 minute read

Another day, another record high for stocks
March 1 2024

Magnificent Seven continue to outperform.

March 1 2024
Liquidity .
Article

4 minute read

Markets heed data, not Fed Speak
March 1 2024

Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.

February 23 2024
Markets/Economy .
Article

2 minute read

Hedging bets
February 26 2024

Weekly Cash Commentary

February 23 2024
Markets/Economy .
Article

6 minute read

'Economy of Dreams'
February 23 2024

Strong wage growth keeps Fed cuts off the bases.

February 16 2024
Markets/Economy .
Article

2 minute read

Not following the script
February 20 2024

Weekly Cash Commentary

February 16 2024
Markets/Economy .
Article

4 minute read

Ice cold
February 16 2024

Dismal retail sales in January cap a weak holiday spending season.

February 12 2024
Markets/Economy .
Article

2 minute read

Staying on message
February 12 2024

Weekly Cash Commentary

February 13 2024
Equity .
Article

5 minute read

January Barometer positive
February 7 2024

Stocks strong start portends a volatile but positive year.

February 2 2024
Markets/Economy .
Article

1 minute read

Federal Reserve has work to do
February 5 2024

Weekly Cash Commentary

February 2 2024
Markets/Economy .
Article

7 minute read

Groundhog Day for labor market
February 2 2024

Strong headline gains but a mixed picture beneath the surface.

February 22 2024
Markets/Economy .
Article

4 minute read

Sun setting on the tightening cycle
February 1 2024

The Fed removed its tightening bias, opening the door to rate cuts.

January 26 2024
Markets/Economy .
Article

2 minute read

Fed is in a holding pattern
January 29 2024

Weekly Cash Commentary

January 26 2024
Markets/Economy .
Article

6 minute read

Solid fourth quarter GDP
January 26 2024

Should keep the Fed on the sidelines in March.

January 19 2024
Markets/Economy .
Article

1 minute read

The silver bells of December
January 22 2024

Weekly Cash Commentary

January 19 2024
Markets/Economy .
Article

7 minute read

Sharp disparity between the Fed and markets
January 19 2024

Labor market and consumer spending firm, while inflation rises.

January 12 2024
Markets/Economy .
Article

2 minute read

Inflation double speak
January 16 2024

Weekly Cash Commentary

February 13 2024
Markets/Economy .
Article

6 minute read

Stock market seasonals flashing caution
January 12 2024

Zero for two out of the gate.

January 4 2024
Markets/Economy .
Article

2 minute read

Not enough guidance
January 8 2024

Weekly Cash Commentary

January 4 2024
Markets/Economy .
Article

6 minute read

Labor market still raking
January 5 2024

Strong job gains and rising wages keep Fed rate cuts on hold.

December 21 2023
Markets/Economy .
Article

2 minute read

Inflation still in the spotlight in 2024
January 2 2024

Weekly Cash Commentary

January 2 2024
2024 Outlook .
Article

3 minute read

A year of intrigue
January 2 2024

Three things to watch in 2024.

December 21 2023
2024 Outlook .
Article

3 minute read

Will stocks and elections correlate again?
December 21 2023

Three things to watch in 2024.

December 15 2023
Markets/Economy .
Article

2 minute read

Missed opportunity
December 18 2023

Weekly Cash Commentary

December 14 2023
Markets/Economy .
Article

7 minute read

Early presents
December 15 2023

Inflation grinds lower, the Fed throws in the towel and holiday spending slows.

December 14 2023
Monetary Policy .
Article

2 minute read

Meeting the markets halfway
December 13 2023

The Fed now projects rate cuts in 2024, just not as many as the markets have.

December 8 2023
Markets/Economy .
Article

2 minute read

Heed these adages
December 11 2023

Weekly Cash Commentary

December 8 2023
Markets/Economy .
Article

6 minute read

Rebound in household jobs
December 8 2023

Fed rate cuts not coming anytime soon.

December 4 2023
Markets/Economy .
Article

2 minute read

Counting down the days to clarity
December 4 2023

Weekly Cash Commentary

December 1 2023
Markets/Economy .
Article

7 minute read

Stick a fork in it
December 1 2023

As the economy slows across the board, the Fed is done hiking rates.

December 1 2023
Liquidity .
Article

4 minute read

Cutting through the noise
December 1 2023

The markets have swung too far by forecasting multiple Fed rate cuts in 2024.

November 22 2023
Markets/Economy .
Article

1 minute read

Fed will proceed 'carefully'
November 27 2023

Weekly Cash Commentary

November 21 2023
Markets/Economy .
Article

5 minute read

Holiday cheer
November 21 2023

Thanksgiving brings increased travel, falling prices and rallying financial markets.

November 17 2023
Markets/Economy .
Article

2 minute read

Declining inflation takes spotlight from Congress
November 20 2023

Weekly Cash Commentary

November 17 2023
Politics .
Article

5 minute read

Shot across the bow?
November 17 2023

Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.

November 10 2023
Markets/Economy .
Article

1 minute read

Powell wary of another inflation 'head fake'
November 13 2023

Weekly Cash Commentary

November 6 2023
Markets/Economy .
Article

5 minute read

Out of the woods?
November 7 2023

Financial markets rally on perceived Fed pause.

November 7 2023
Markets/Economy .
Article

2 minute read

Is the U.S. economy finally heeding the Fed's reins?
November 6 2023

Weekly Cash Commentary

November 1 2023
Liquidity .
Article

3 minute read

Wait and see
November 1 2023

The Fed wants more time and data as it looks to December's meeting.

November 17 2023
Markets/Economy .
Article

2 minute read

GDP warms up
October 30 2023

Weekly Cash Commentary

October 27 2023
Markets/Economy .
Article

6 minute read

Blowout third quarter GDP
October 27 2023

Will it keep the Fed in play?

November 20 2023
Markets/Economy .
Article

2 minute read

Skip or pause?
October 23 2023

Weekly Cash Commentary

October 20 2023
Markets/Economy .
Article

6 minute read

Sales surprisingly surge
October 20 2023

Back-to-School sales were soft, but consumers are spending elsewhere.

November 20 2023
Markets/Economy .
Article

2 minute read

Not helping
October 16 2023

Weekly Cash Commentary

October 13 2023
Markets/Economy .
Article

8 minute read

The long and winding road
October 13 2023

Employment, inflation and bonds combine for twists and turns for the journey of Fed policy.

October 11 2023
International/Global .
Article

4 minute read

The Israeli conflict isn’t a global factor ... yet
October 11 2023

Disruptions minor so far amid a global outlook that's a bit meh.

November 20 2023
Markets/Economy .
Article

2 minute read

Fed must have it both ways
October 9 2023

Weekly Cash Commentary

November 20 2023
Markets/Economy .
Article

2 minute read

Inflation distorted by rising oil prices
October 2 2023

Weekly Cash Commentary