2 minute read
Weekly Cash Commentary
7 minute read
Magnificent Seven continue to outperform.
4 minute read
Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.
6 minute read
Strong wage growth keeps Fed cuts off the bases.
Dismal retail sales in January cap a weak holiday spending season.
5 minute read
Stocks strong start portends a volatile but positive year.
1 minute read
Strong headline gains but a mixed picture beneath the surface.
The Fed removed its tightening bias, opening the door to rate cuts.
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.
The Fed now projects rate cuts in 2024, just not as many as the markets have.
Fed rate cuts not coming anytime soon.
As the economy slows across the board, the Fed is done hiking rates.
The markets have swung too far by forecasting multiple Fed rate cuts in 2024.
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.
The Fed wants more time and data as it looks to December's meeting.
Will it keep the Fed in play?
Back-to-School sales were soft, but consumers are spending elsewhere.
8 minute read
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.