(12/15/22) Fed Chair Jerome Powell was "a tad-bit more" hawkish at yesterday's FOMC Presser, announcing another 50-bp rate hike, with more to come in 2023, and no rate cuts possibly until 2024. Marke…
(12/15/22) Fed Reserve CHairman Jerome Powell left no room for misunderstand the FOMC's decidedly hawkish position, raising interest rates another 50-basis points, and promising more to come. Absent …
(12/14/22) Inflation check-in a little weaker than expected, but CPI is still at 7.1% year over year. Markets sold off in response, but managed to stay positive. Attention today turns to the Fed's po…
(12/14/22) The latest Fed policy will be revealed this afternoon, along with a half-basis point hike in interest rates. It will be in the follow-up press conference that Fed Chairman Jerome Powell la…
(12/13/22) It's "CPI Tuesday" [and this show was aired BEFORE today's CPI release]. Expectations are for weaker numbers, which would spike markets at the open, which the Fed would hate. The Fed meeti…
(12/13/22) The much-anticipated CPI report for November clocked-in at 7.1%, a cooler-than-expected .1% vs. at .3% expected rate, and year-over -year CPI is 6.0%, also less than expected. [NOTE: This …
(12/12/22) What will CPI say? comparing the end of November to the end of December; CPI movement. FOMC meeting on Wednesday; emails asking about getting in to 10-Yr Treasuries; you've missed that boa…
(12/12/22) Remember the Big Short Squeeze we predicted way back in September? Negative sentiment and extra off-side positioning by investors was what was needed for the markets, and that has all play…
(12/8/22) Will the Fed provide clarification of future plans at next week's meeting? There's still downside risk to markets; could Santa Claus skip Broad & Wall this year? Markets need to hold upward…
(12/8/22) Getting lots of emails inquiring whether now is a good time to buy bonds, and this is not surprising, given bonds' terrific rally over the past few weeks. Bonds are now more than two standa…
(12/7/22) The Fed is now turning its attention to Financial Conditions as its campaign of rabid rate hikes continues unabated. Caution is the watch word for investors heading into the end of the year…
(12/7/22) Mutual Fund distributions and end of year repositioning is weighing on markets during the first half of December, as we predicted. Markets are perched right on the 100-DMA, holding support …
(12/6/22) The Fed is hell-bent on continuing the most aggressive interest rate hike campaign in 40-years. There is no hint of Fed softening or relenting, reinforced by comments published in the WSj t…
(12/6/22) Markets took a tumble back below the 200-DMA as the Fed's own "deep throat," Nick Timiraos of the Wall Street Journal, published comments that the Fed may not only hike rates more aggressiv…
(12/5/22) Welcome to the first, full-week of trading for December, and the first test of the 200-DMA; the Fed rate hikes will continue until morale declines: The Fed does not like market rallies. Loo…
(12/5/22) Markets broke above the 200-DMA following last week's speech by Fed Chairman Jerome Powell, which included somewhat dovish language. But markets moderated somewhat on Thursday, touching the…
(12/3/22) Getting in the Christmas Spirit, Market Commentary, and Jobs Report preview & Fed strategy: Why does Jerome Powell want you to lose your job? Putting kids to work (and saving); 2023 RIA pre…
(12/1/22) Is the Bull Market back? Fed Chairman Powell's somewhat dovish stance on Wednesday rallied markets to an over-3% gain, begging the question: What is Jerome Powell afraid of? Meanwhile, Mark…
(12/1/22) Fed Chairman Jerome Powell Wednesday implied concern about over-tightening the economy, a very different tack than was expressed just a month ago, when he said he WASN'T worried about over-…
(11/30/22) The US beats Iran in World Soccer, and markets gird up for the last Fed speech of the year by Jerome Powell; that will be the big market mover today, in addition to economic releases of Q3…
00:47:48 |
Wed 30 Nov 2022
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