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Economy
Soft CPI Ignites Short Squeeze in Bonds, Propelling Stocks Higher: What’s Next?
Stocks rallied following the report, as falling energy prices offset the rise in the net benefit of health insurance and other…
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Apple: Beijing Sends A Message (NASDAQ:AAPL)
Feng Li/Getty Images News As international capital is leaving China, Beijing is aiming to prevent a spike in outflows by stimulating…
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Employment Is Sending Signals: Recession or Normalization?
In February 2023, we wrote this article. The article walks through Michael Kantrowitz’s HOPE model. HOPE, or Housing, New Orders (ISM),…
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Reckless Government Spending to Be an Even Great Headwind for Markets Next Year
Democrats should start worrying about the level of debt and the increasing deficit. I previously discussed this issue when President…
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Federal Reserve Board – Federal Reserve announces College Fed Challenge winners
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Federal Reserve Board – Federal Reserve Board announces pricing, effective January 2, 2024,…
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S&P 500 Stalls Above 4,500 as Yield Curve Normalization Begins: Is the Rally Over?
Stocks finished flat yesterday, following the slightly stronger-than-expected and weaker data. Overall, yields and the dollar rose,…
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US GDP Nowcasts Suggest Q4 Slowdown to Be Milder Than Previously Feared
US economic activity in the fourth quarter remains set for a sharp slowdown vs. , but the pace of expected growth has…
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Speech by Governor Cook on global linkages and spillovers
Thank you, Sylvain, and thank you for the opportunity to speak to you…
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Speech by Vice Chair for Supervision Barr on financial stability
I am pleased to join you today at the ninth annual U.S. Treasury Market…
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