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From the Desk of Kelly Evans: Things are looking up 6/28/22
Kelly explains how there are signs the macroeconomic environment is actually improving.
3 years, 6 months ago
Second-Half Strategy, bitcoin bottom?, and 3 Buys & A Bail 6/27/22
Stocks are trying to stay positive as they come off a huge week of gains. And yet, all the major averages are still down 13% or more this year. We’ll…
3 years, 6 months ago
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, 6 months ago
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, 6 months ago
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, 6 months ago
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, 6 months ago
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, 6 months ago
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, 6 months ago
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, 6 months ago
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, 6 months ago