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Economy
S&P 500 Defies Signals to Post Longest Winning Streak of 2024 – Is It Sustainable?
Credit spreads remained steady yesterday, but there were notable movements elsewhere. The one-month implied correlation index, which…
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The Growing Threat of Government Overreach in Digital Spaces
Social media has become the place where many of us spend our time, share our lives and, increasingly, get our news. An estimated 12…
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Welcoming remarks by Governor Waller at the 2024 Summer Workshop on Money, Banking, Payments, and…
Thank you, Matt. I am delighted to welcome you all in person to the 2024…
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Stock Market Week Ahead: Watch for Volatility Spike as S&P 500 Faces Pivotal Point
I expect volatility to increase this week, particularly with options expiring on Wednesday. The current VIX option positions suggest…
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Market Eyes CPI Report, but Tomorrow’s Jobless Claims May Hold the Real Surprise
Stocks finished the day higher yesterday after a weaker-than-expected report. Although rates fell, it didn’t result in a significant…
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Why Economic Models Tend to Fail in Financial Markets
Last week, I wrote an article entitled “Reasons For A Crash.” And, I will let you in on a little secret – I actually wrote that title as…
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Markets Cheer Rate Cuts, But Debt-Fueled Growth Is Growingly Unsustainable
I was recently asked about the seemingly strong “economic growth” rate as the Federal Reserve prepares to start cutting rates.
“If…
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Latest Data Shifts the Narrative With Economic Expansion Set to Continue
A lot can happen over the course of a week when it comes to the crowd’s fickle sentiment du jour on matters of recession. At this time a…
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Apple: Berkshire’s Questionable Timing (NASDAQ:AAPL)
Ake NgiamsanguanWarren Buffett’s Berkshire Hathaway (BRK.A) (BRK.B) is widely reported to have sold nearly half of its Apple…
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4 Key Market Indicators to Spot Signs of Exhaustion in the Comeback Rally
Stocks kept rising because and data were better than expected. This is the second week in a row that stocks have jumped after a good…
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