Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve was up for the fight—certifying it would raise interest rates quickly, substantially, and for a long time. Powell gave his “tough-love” speech on August 26th when the S&P 500 was at 4,200 and the Treasury yield was near 3%. Thereafter, “good…
by Morgan Stanley’s Mike Wilson and Company Recent increase in Fed balance sheet is not QE, in our view…Many...
Markets are showing increasing stress, deteriorating market internals/breadth, and investors will advantage themselves with a game plan. Check out...
Markets Are Discounting Machines.Financial markets look ahead and discount what humans often can’t see or even imagine. 2020 may...
S&P 500’s annual return after a NEGATIVE RETURN year. Average return the next year = 18%. Remember, however, the...
Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....
While we are forgoing our traditional State of the Market recording and process, please review our latest video (link...
Wayne and Seth tackle the macro-market issues of the day as the New Year takes shape. Take some time...
Key takeaways Bank of America internal data suggests consumer spending was broadly stable in May, with Bank of America...
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