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4-11-24 Is Inflation Too Hot To Handle
CPI Inflation clocks in hotter than expected, with more data to come; car insurance inflation is an out-of-the-blue surprise (unless you recently ren…
1 year, 9 months ago
4-10-24 Can Social Security Be Saved?
It's CPI Day (with m/m inflation clocking in with a .4% increase, and a y/y gain to 3.8%, hotter than expected). Sheila Jackson-Lee's science experim…
1 year, 9 months ago
4-9-24 Margin Debt Surges As Bulls Leverage Bets
Some are disappointed the eclipse did not herald the Rapture; markets are holding firm at 20-DMA. NFIB preview vs CEO Confidence; why small business'…
1 year, 9 months ago
Is The Inflation Scare Overblown
Eclipse-mania is out of control. Fed speakers confirm they'll cut rates, but in no rush to do so. Jobs numbers tantalize markets; the impact of immig…
1 year, 9 months ago
Are You Really Ready For Tax Day (4/5/24)
Market and economic data preview: How to respond in current environment. The U.S. is still the best house in a bad neighborhood. Fed folks now saying…
1 year, 9 months ago
Is America Mirroring Japan's Lost Decade (4/4/24)
In this week's Fedapolooza, Fed spokespersons seem to be growing less hawkish about rates. Inflation is simply a function of supply & demand. There i…
1 year, 9 months ago
Could Powell Eclipse Market Expectations (4/3/24)
The JOLTS survey rate continues to slow, coincident with a slowing economy; interestingly, retail hiring has dropped sharply, despite increased retai…
1 year, 9 months ago
Market Corrections Matter More Than You Think (4/2/24)
Markets delivered a post-April Fool's drop, while manufacturing metrics moved back into the expansion zone. Markets have now dropped the chances of a…
1 year, 9 months ago
What To Look For In Q1 Earnings (4/1/24)
PCE Inflation is weaker, yet consumer spending remains robust; the Atlanta Fed is forecasting 2.3% GDP for Q2. Is this period nirvana for the Fed? Th…
1 year, 9 months ago
When Financial Conditions Butt Heads W Borrowing Conditions (3/28/24)
Consumer confidence for stock prices remains high, despite mixed econonic data. Asset prices are rising faster than earnings, as optimism is extremel…
1 year, 9 months ago