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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.
3 years, 2 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…
3 years, 2 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…
3 years, 2 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.
3 years, 2 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…
3 years, 2 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.
3 years, 2 months ago
Microsoft Landing?, International Flavor, and Tesla’s Rough Ride 1/25/23
Microsoft is weighing on the broader markets today, though stocks are off the lows as it sets in that its quarter wasn’t as bad as some feared. And w…
3 years, 2 months ago
From the Desk of Kelly Evans: This is really bad timing for a debt ceiling fight 1/25/23
Kelly explains why a debt ceiling fight in Congress could have far-reaching consequences.
3 years, 2 months ago
Sell till Summer?, Cloud Concerns, and “Egg-cellent” Picks 1/24/23
Stocks are giving back yesterday’s gains, and one of our experts is hardly surprised. He says to sell any rally until at least the summer. He’ll join…
3 years, 2 months ago
A Fed Pause? ‘More Concerned than Ever About China,’ and The Great Tech Reckoning 1/23/23
Noted economist Paul McCulley tells us why a pause in Fed rate hikes would be ‘fully justified.’ Yale’s Stephen Roach is more concerned about China t…
3 years, 2 months ago