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From the Desk of Kelly Evans: "It always looks like a soft landing at first" 2/2/23
Kelly explains why investors flooding back into “risk-on" might be in for a rude awakening.
2 years, 11 months ago
Risk-On Back On?, Buy or Bail, and Tech-Tonic Shifts 2/2/23
Tech stocks are going bonkers again, led by Meta and helped by both earnings and the Fed. Can the rally keep going when Apple, Amazon and Alphabet re…
2 years, 11 months ago
The Market Disconnect, Debt Dilemma, and Housing Headwinds 2/1/23
We’re just an hour away from the Fed’s latest rate decision, with some big implications for your money. Markets are already gearing up for a pause or…
2 years, 11 months ago
Countdown To The Fed, Health of the Consumer, and Dis-AD-Vantaged? 1/31/23
We’re just over 24 hours from the latest Fed decision on interest rates. We’ll look at what the market wants…why the Fed will likely ignore it…and wh…
2 years, 11 months ago
From the Desk of Kelly Evans: Hikes? How about rate CUTS 1/30/23
Kelly explains why the Fed might be closer to cutting interest rates than it might believe.
2 years, 11 months ago
The Biggest Labor Problem Facing the Fed, The Busiest Week of Earnings, and The Return of the Tesla Short 1/30/23
Apollo’s Torsten Slok reveals the biggest labor challenge facing the Fed that no one is talking about. The action, the story, the trade on Caterpilla…
2 years, 11 months ago
Growing or Slowing?, Chips In The Wrong Basket?, and 3 Buys & A Bail: Buyback Edition 1/27/23
Is the economy growing, or slowing? There hasn’t been this much confusion over economic data since…last year. So which way does the Fed see things ri…
2 years, 11 months ago
From the Desk of Kelly Evans: Mission accomplished? 1/27/23
Kelly explains why there may finally be enough incentive for the Fed to pause hiking.
2 years, 11 months ago
Buyback Outrage, Don’t be Fooled!, and Don’t Bet On Bargains 1/26/23
Chevron’s massive stock buyback is the talk of the day. Investors are loving it, while the White House is taking issue with it. We’ll bring you the s…
2 years, 11 months ago
From the Desk of Kelly Evans: Don't let them fool you 1/26/23
Kelly explains why some economic data still remains troubling.
2 years, 11 months ago