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Economy
Speech by Governor Kugler on the economic outlook
Thank you, John, and thank you for the opportunity to speak here today.1…
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Stocks May Stall If Liquidity Issues Continue to Persist
I reviewed the spread on the SPDR S&P 500 ETF Trust (NYSE:) yesterday. The white bars represent yesterday’s data, and the comparison…
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What Happens After a 50bps Cut? Here’s What History Suggests for Sectors and Risks
Last week, the Federal Reserve made a significant move by cutting its overnight lending rate by 50 basis points. This marks the first…
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Speech by Governor Bowman on monetary policy and the economic outlook
Good morning. I would like to thank the Kentucky Bankers Association for…
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7 Key Insights as Markets Digest Fed’s Risk Management Rate Cut
Interest rates cut by 50 basis points for the first time since 2020
Two further rate cuts are planned between now and the end of 2024
A…
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Navigating the Energy Transition and Power Grid Complexity
The first energy transition can be traced back to the 18th Century, when we started moving from wood to coal. Now, in 2024,…
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What Yield Curve Normalization Means for Gold, Stocks and the Economy
The media pounded and pounded the yield curve’s inversion as a signal about an imminent economic recession. We have noted again and again…
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China Is Imploding – And That Should Matter Just as Much as the Fed’s Pivot
The news of the week is NOT the Fed cutting 50 bps - yes sure, that’s important but there is something much more relevant going on.
The…
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Apple Stock: Risk From Trifold Smartphone Market (NASDAQ:AAPL)
This article was written byFollowI am a growth-oriented investor, conducting fundamental research. Long-term focus, independent thinking.…
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S&P 500: Odds of 6,000 This Year Rise, But So Do Chances of a Correction in 2025
We've focused on three scenarios since the start of the decade: a 1920s-style Roaring 2020s, a reprise of the 1990s stock market meltup,…
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