As we construct this weekend’s macro-market Research Report, the February Personal Income & Expenditures (PCE) data has been released. No real surprises in the data, although the M/M headline PCE was slightly softer than economists forecast at .2% vs .3% estimates, for February 2024. I would be of the opinion markets already knew, and even if they didn’t, it should…
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We’re going to take the lengthy edge of verbiage off of this week’s research report by focusing more narrowly...
The equity markets are on a 3-week winning streak, which is hard to accept given the quarter still ended...
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