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Money Talk 1-20-24
Saturday, January 20th. Closed doors, open windows, and warm breezes. The Fed is in no hurry to cut rates. Retail sales are strong, manufacturing rebounded slightly, and inflation is a little warmer …
Published on 1 year, 11 months ago
Money Talk 1-13-24
Saturday, January 13th. The world's on edge. Earnings season kicked off and the labor market gradually slowing. Plus, we saw fresh CPI and PPI data this week. Dave Spano and Brian Jacobsen review the…
Published on 1 year, 11 months ago
Money Talk 1-6-24
Saturday, January 6th. Why the coal, Santa? Early on, the S&P was down 1% during the Santa Claus rally period. Dave Spano and Brian Jacobsen dissect the first week of trading in 2024 PLUS the impact …
Published on 1 year, 11 months ago
Money Talk 12-30-23
Saturday, December 30th. 2023 in review. Dave Spano and Brian Jacobsen review a very eventful year. Plus, we share our most popular segment of 2023.
Published on 1 year, 11 months ago
Money Talk 12-23-23
Saturday, December 23rd. The naughty and nice list. Fed officials were out in force to tame expectations of rate cuts. It didn’t work. Dave Spano and Brian Jacobsen review the week. We get at the age…
Published on 2 years ago
Money Talk 12-16-23
Saturday, December 16th. What about that FOMO rally? The Fed meets, speaks, and ignites a FOMO rally. Dave Spano and Brian Jacobsen dig deeper during the Week-in-Review. What happens during an initia…
Published on 2 years ago
Money Talk 12-9-23
Saturday, December 9th. Never underestimate the power of low expectations. The October 2023 bottom reacted to high yields and anticipated an upcoming earnings recession. The market hasn't fully moved…
Published on 2 years ago
Money Talk 12-2-23
Consumer confidence and spending up. Is it enough? Beige Book blues, bonds in a bull market, and is inflation moving from sticky to slippery? Dave Spano and Brian Jacobsen present our Week-in-Review…
Published on 2 years ago
Money Talk 11-25-23
Saturday, November 25th. Longer pause and faster cuts? Market is pricing in a first cut by June and then a gradual descent. What if the pause is longer, necessitating a faster pace of cuts? Dave Span…
Published on 2 years, 1 month ago
Money Talk 11-18-23
Saturday, November 18th. Growth: Weaker isn't weakness, yet. Retail sales dip and CPI stays flat. Is the Fed frozen? Dave Spano and Brian Jacobsen cover it during our Week-in-Review. Learn more about…
Published on 2 years, 1 month ago