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From the Desk of Kelly Evans: "Leading" us right over a cliff 1/23/23
Kelly explains why this week’s economic indicators report could spell big trouble ahead for the economy.
3 years, 2 months ago
Follow the Fed Speak, Big Tech Jobs Cuts, and Savings Down, Debt Up 1/20/23
It’s been a big week of Fed speakers dominating headlines, and we’re not done yet. Federal Reserve Governor Christopher Waller is speaking today at t…
3 years, 2 months ago
Emerging Opportunities, the Fed’s Pedal to the Metal, and Three-peat for Oil? 1/19/23
With inflation slowing, but sticking around here in the US, should investors look overseas? Why Europe is beginning to look attractive—and why the Fe…
3 years, 2 months ago
Dollar Doldrums, The Next Big Vaccine Race, and Debt Ceiling Showdown 1/18/23
The Bank of Japan is standing pat on its yield curve control policy, and that’s reverberating throughout global markets. We’ll drill down on the decl…
3 years, 2 months ago
Worst Miss In A Decade, Growing Pains, and Wings, Wheels & Deals 1/17/23
Big banks are back in the spotlight today, with Morgan Stanley & Goldman Sachs reporting earnings. And both stocks are taking off in opposite directi…
3 years, 2 months ago
Growing or Slowing?, Risk Trade Returns, and 3 Buys & A Bail 1/13/23
Different data points are giving you very different stories about the economy right now. So are we growing, or slowing? We’ll debate. Plus, speaking …
3 years, 2 months ago
From the Desk of Kelly Evans: The Fed pause is nearly at hand 1/12/23
Kelly explains how a Fed policy pivot could be just around the corner.
3 years, 2 months ago
Fed vs. Markets, “Lost Its Way”, and the Bank Barometer 1/12/23
Is a Fed pause now just around the corner? Markets already seem to be coming to that conclusion, and now some FOMC members are signaling it too. We’l…
3 years, 2 months ago
From the Desk of Kelly Evans: Here comes the headfake 1/12/23
Kelly explains why the Fed might not be as hawkish as it seems to be.
3 years, 2 months ago
FTX Fallout, Bailing on a Bailout, and an “Extraordinary” Outage 1/11/23
FTX is back in bankruptcy court today, as company lawyers claim they’ve recovered over $5 billion worth of ‘liquid’ assets. But that still leaves the…
3 years, 3 months ago