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Recession or Reset?, The Corporate Response to Roe v. Wade, and The Week that was in Housing. 6/24/22

We’ve seen a sharp reversal in several key market readings on inflation, especially after the Fed hiked rates by 75 basis points last week. So is thi…

3 years, 9 months ago

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Time to buy Apple?, D.C. Energy Summit, and cars, cruises & cardboard boxes 6/23/22

The morning stock rally is fading, though the Nasdaq is still higher and up 4% in the past week. Is Tech ready to take off again? We’ll ask a top ana…

3 years, 9 months ago

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Hawk talk, gas tax holiday, and construction, consulting & consuming 6/22/22

Fed Chair Jerome Powell is testifying on Capitol Hill today, and the markets seem to like what’s saying. But even with Powell sounding hawkish on inf…

3 years, 9 months ago

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Stocks rally, a turning point for housing?, and currency & The Cloud 6/21/22

Stocks are on pace for their best day in June, even as calls for a recession keep growing louder. Former Treasury Sec. Larry Summers says the unemplo…

3 years, 9 months ago

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Not a Textbook Recession, The EV Outlook, and Trading the Travel Sector 6/17/22

Stocks higher after yesterday’s sell-off, but slowdown fears still loom. Why one economist says it won’t be a ‘textbook recession.’ EV demand is stro…

3 years, 9 months ago

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Title: Rate Hikes Heard ‘Round the World, Commodity Breakdown, and Trading the Tech Wreck 6/16/22

Central banks around the world raising rates after the Fed’s 75 bps hike, including a Swiss surprise, so is the era of free money over? And what does…

3 years, 9 months ago

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Countdown to Fed decision 06/15/22

We’re awaiting a crucial decision on interest rates from the Federal Reserve. Will they hike by half a percentage point? Three-quarters? Or even a fu…

3 years, 9 months ago

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Decision Dilemma, Bottom Fishing, and Oil to $175? 6/14/22

The countdown to the Fed is on. Will it be 50 basis points or 75? What does the economy need? What does the market want? We’ll try to answer all thos…

3 years, 9 months ago

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The selloff continues 6/13/22

We’ve got another big market selloff on our hands, as the S&P slides back into bear market territory to its lowest level since March 2021. Meanwhile,…

3 years, 9 months ago

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Red-hot inflation reading sinks stocks 6/10/22

The averages are lower across the board, on pace to post their worst week since January as inflation soars to 40-year highs. The Dow is down for the …

3 years, 10 months ago

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