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Economy
Despite June Easing Bets, There Is Growing Risk We Won’t See Rate Cuts Until 2025
Don’t expect the Federal Reserve to cut interest rates anytime soon as sticky inflation seems to be very much intact at this point.…
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Federal Reserve Board – Agencies take temporary action on appraisal requirements in area…
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CPI Preview: Shelter Costs Hold the Key to Rate-Cut Clues
Today's spotlight is on the crucial US CPI report, with estimates suggesting potential declines in both the monthly and annual core CPI.…
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Bitcoin, Gold as Speculative Warnings: How Worrisome Are Current Stock Prices?
Over the last few years, digital currencies and have become decent barometers of speculative investor appetite. Such isn’t surprising…
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Beware: Animal Spirits Are Running Loose Again
Animal spirits are running loose.
Bitcoin just hit all-time highs;
NFTs of penguins and monkeys selling for over $500k;
Virtually…
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Is the Labor Market as Strong as It Appears?
Friday’s data for February dispatched another upside surprise, reaffirming the now-consensus view that recession risk is low for the US…
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Credit Spreads Signal Easing Financial Conditions: Will Powell Sound Dovish Again?
Stocks fell sharply yesterday, ahead of Jay Powell’s today. It would be great if Powell acknowledged how much financial conditions have…
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Liquidity Problems Are Much Closer Than You Think
In 2019, the Fed cut interest rates and restarted QE despite a healthy economy. Today, is higher than the Fed’s target, economic growth…
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Apple Stock: Losing Its Mojo (NASDAQ:AAPL)
Shubhashish5 I have previously voiced negative sentiment on Apple (NASDAQ:AAPL) stock (here, here, here), as I have been concerned…
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Presidential Elections, Market Corrections: Will History Repeat Itself This Year?
Presidential elections and market corrections have a long history of companionship. Given the rampant rhetoric between the right and…
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