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From the Desk of Kelly Evans: There Is An Alternative 12/15/22
Kelly explains why for the first time in a long time, the “TINA” trade is offering real returns.
3 years ago
Market Sell-Off, Airlines Ready for Takeoff?, and Office Space 12/15/22
It’s an ugly day for stocks, as the hawkish Fed was followed by bad data on retail sales & manufacturing. As the disconnect between the Fed and marke…
3 years ago
Countdown to the Fed 12/14/22
We’re just an hour away from the latest Fed decision on interest rates, and markets are expecting a half-point hike. But will it seal the deal on a r…
3 years ago
What’s next for the Fed? 12/13/22
The Dow was flying high after today’s cooler-than-expected CPI report first came out. But it’s now turned negative, giving up a more than 700 point g…
3 years, 1 month ago
Not coming to the rescue?, “welcome home!”, and crypto’s big day 12/12/22
If the economy does head into a recession, it will be unlike many we’ve seen before in one important way: the Fed can’t come to the rescue like it us…
3 years, 1 month ago
Soft Landing?, Game On!, and Wine Time? 12/9/22
Stocks have turned higher on the day, but are still lower for the week. And the Fed’s next decision on rate hikes is just a few days away. Can they s…
3 years, 1 month ago
Pump Prices Plummet, Tesla Breaks Down, and Hot Dogs, Sofas & Yoga Pants 12/7/22
There’s been a spectacular collapse in oil prices this year, as crude hovers just over $72 per barrel after a 10% drop in the past week. Gas prices a…
3 years, 1 month ago
Faith in the Fed?, Retail Resurgence and Bull vs. Bear 12/7/22
Better news on inflation has yields down and stocks up. Jefferies’ David Zervos says the worst is now over, and the Fed’s credibility also remains in…
3 years, 1 month ago
Investing for 2023, the Housing Slowdown, and a Crucial Race 12/6/22
Stocks are lower again today, as key yield curves keep getting more deeply inverted. J.P. Morgan CEO Jamie Dimon says we’ve never lived through a tim…
3 years, 1 month ago
Soft Landing?, Energy Shift, and a “Perfect” Chart 12/5/22
Stocks are falling again today, on fears that Fed tightening will lead to a recession. But could they still engineer a ‘soft landing?’ We’ll hear fro…
3 years, 1 month ago