(4/17/23) Earnings Season is underway, and the reports we receive from regional banks could reveal a more accurate picture of the economy from a localized perspective. CEO Confidence was not good at …
(4/17/23) What if the Economy has been experiencing a "rolling recession," instead of one in which the bottom falls out of everything all at once? A hypothesis posed by Liz Ann Sonders, Managing Dire…
(4/14/23) Big Banks quarterly reporting headlines today's financial news; what's the best use for a brick & mortar bank in your personal finances? The challenges to small businesses, CPI stickiness …
(4/13/23) March Inflation seemed to soften, but a look at core inflation metrics shows higher prices are still pretty sticky, providing no evidence the Fed will be inclined to pause rate hikes, much …
(4/13/23) The NASDAQ has between The Big Winner this year, with the top ten stocks in the index generating about 90% of overall returns since January 1, far out-pacing the S&P this year. But...the NA…
(4/12/23) With many investors heavily shorted in the market, today's Inflation Report could spell success or failure (CPI clocked-in at a cooler-than-expected 5% rate of inflation, year over year). C…
(4/12/23) March Inflation data was released earlier this morning (prior to this recording) reflecting a lower-than-expected rate of inflation of 5%, year-over-year. Markets were hoping for a smaller …
(4/11/23) Lots of Fed speakers are on deck this week, along with data releases with the latest measure of inflation: Will numbers indicate a weakening sufficient to cause the Fed to pause rate hikes?…
(4/11/23) The NASDAQ has been on fire this year, rising sharply as the top ten stocks make up about 80% of the return of the S&P this year. That's an amazing performance after laster's swoon in FAANG…
(4/10/23) Anticipated data in the week ahead should bolster the position of the Fed in not cutting interest rates anytime soon; labor participation rates are still not up to pre-pandemic levels; infl…
(4/10/23) This week launches earnings seasons, starting with the big banks. Will banks show more stress to come, or were the past events in that sector over with? What about lending standards and loa…
(4/7/23) There are some coming adjustments to Social Security earnings thresholds about which retirees or near-retirees should be aware. Danny and Rich also discuss the benefits of beloning...to the …
(4/6/23) Why do Jobless Claims Matter? What do to about Gold? Chipotle's Peppergate and Bud Light's marketing gaffe: No such thing as "bad ink?" The CitiGroup Economic Surprise Index is on the rise: …
(4/6/23) Gold has enjoyed a lot of media attention as it has had a nice run, of late, breaking out above $1,900 to touch $2,000. But Gold is now a bit over-bought, signaling time to perhaps take a l…
(4/5/23) Markets sell-off, as predicted; Jobs data disappoints, with more to come from ADP & Labor Dept.: Could this be the first cracks in economic data? Market dichotomy of good performance with we…
(4/5/23) The markets' rally from recent lows has flown in the face of Fed rate increases and bank failure news. The pullback we forecast in February came to pass thru early March, and since then mark…
(4/4/23) The Credit Suisse shareholders' meeting is not likely to be a fun one. Markets are showing signs of exhaustion; there's nothing much standing in the way (do far) of markets achieving 4,200, …
(4/4/23) Despite all the bearish market commentary from headlines and podcasts, plus negative news about a looming economic recession, the market continues to perfrom better. Markets have continued a…
(4/3/23) April marks the launch of another earnings season cycle and the start of Q2 with a decidedly positive market bias. OPEC+ production cuts hikes oil to $80bbl, fueling more inflation = more Fe…
(4/3/23) OPEC+ cut production by 500k-bbl over the weekend, hiking prices by 6% this morning to around $80bbl from $110bbl. The price of oil is a function of two things: As the economy slows, a slow …
00:03:40 |
Mon 03 Apr 2023
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