Outlook 2024: Pillow Talk

Core Services Inflation is Sticky, but the Fed is Exerting a Lot of Pressure Core CPI services inflation is...

There has been a punditry that has remained sidelined or angered by the markets’ surmising of the future, and...

Merrill Lynch: Macro Risk Macro Strategy—Risky Business (Cycle): We believe the probability of a recession this year is low...

In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread...

Within last weekend’s Research Report, the following was offered: “We are in unprecedented market waters and as such our...

Forty one! As of this past trading week, the S&P 500 has “clocked” 41 all-time highs (4,429) in 2021....

The bounce back in markets this past week was quite telegraphed in the historical data we presented in the...