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Money Talk 11-2-24
Saturday, November 2nd. Bad, but distorted. An absolute clunker of a jobs report landed Friday. Was it really that bad? Dave Spano and Brian Jacobsen discuss during our Week-in-Review. HENRY's are H…
Published on 1 year, 1 month ago
Money Talk 10-26-27
Saturday, October 26th. The Beige Flag. The latest Beige Book dropped. On balance, economic activity was little changed in nearly all Districts since early September. Most districts reported declini…
Published on 1 year, 2 months ago
Money Talk 10-18-24
Retail sales showed unexpected strength in September. Meanwhile, labor strikes and hurricanes disrupted manufacturing output. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more abo…
Published on 1 year, 2 months ago
Money Talk 10-12-24
Saturday, October 12th. How to herd cats. Let's talk about those Fed Minutes FOMC Minutes. Everyone agreed they should cut. A "substantial majority" wanted 50 bps. "Some" wanted only 25. Dave Spano …
Published on 1 year, 2 months ago
Money Talk 9-28-24
Saturday, September 28th. China hits the stimulus button. The first China Shock was in the 2000s when they joined the World Trade Organization and manufacturing jobs followed. Their slow growth has b…
Published on 1 year, 2 months ago
Money Talk 9-21-24
Saturday, September 21st. A catchup cut. Fed Chairman Jerome Powell showed he's a lawyer, talking out of both sides of his mouth. Dave Spano and Brian Jacobsen present our Week-in-Review. Also on the…
Published on 1 year, 3 months ago
Money Talk 9-14-24
Saturday, September 14th. Crunch time. Fed is set to cut rates. Messaging will be more important than the magnitude of cuts. Dave Spano and Brian Jacobsen present our Week-in-Review. The number of …
Published on 1 year, 3 months ago
Money Talk 9-7-24
Saturday, September 7th. Macro matters. At a corporate-level, things weren't horrible. In fact, earnings have been generally better than expected. Brian Jacobsen presents our Week-in-Review including…
Published on 1 year, 3 months ago
Money Talk 8-31-24
Saturday, August 31st. How about a Nothing Burger? Nvidia's earnings were supposed to be "make or break" for the markets. Their earnings were good, but their forecast was a little light. Dave Spano …
Published on 1 year, 3 months ago
Money Talk 8-24-24
Saturday, August 24th. The Powell Pivot. The highly-anticipated Jackson Hole Fed meeting did not disappoint. CEO Dave Spano and Chief Economist Brian Jacobsen discuss in Week In Review. Also: Don't l…
Published on 1 year, 4 months ago