There were three ways the monetary cycle was going to turn. First, unemployment could have reached unacceptable levels. This did not happen. Labor markets...
Fed Gets Its Wish: Real-Time Card Data Shows Consumer Spending Craters After Start Of Bank Crisis Regular readers are aware that over the...
In an earlier article for Invezz regarding the Fed’s November 2022 meeting, I referred to the 2% trap, Perhaps global central banks, in a bid to...
Consensus View Of "No Recession" - Could It Be Wrong? Authored by Lance Roberts via RealInvestmentAdvice.com, Could the consensus view of...
Could the consensus view of a "no recession" scenario be wrong? As portfolio managers, this is the question we ask ourselves daily. Since the lows of...
Sam Stovall, Chief Investment Strategist at CFRA believes that the Federal Reserve will continue to hike rates by 25 bps through the second quarter of...
There is uncertainty regarding FOMC policy this month due to the banking issues. Just two weeks ago, the debate appeared to be between a 25bp hike...
Three macro events highlight the week ahead. The US February CPI will be reported on March 14. The UK's Chancellor of the Exchequer Hunt will deliver...
Could the consensus view of a "no recession" scenario be wrong? As portfolio managers, this is the question we ask ourselves daily. Since the lows of...
February Payrolls Come In Hot At 311K - Record 10th Beat In A Row - But Unemployment Rate Unexpectedly Rises If the already jittery market...
Goldman Expects Nearly 1 Million Drop In Tomorrow's Job Openings In his most hawkish speech since Jackson Hole, Fed Chair Powell made it very...
Today, in the Calculated Risk Real Estate Newsletter: Pandemic Economics, Housing and Monetary Policy: Part IA brief excerpt: Pandemic economic outcomes were frequently largely unexpected.For example,...
The DXY index rally has stalled as investors wait for fresh economic numbers to be released this month. The closely-watched US dollar index remained stuck...
Apartment Rents Slide Across All US Cities Amid "Crush" Of New Supply Back in September, when looking at various leading rental market indicators,...
Based on the recent string of economic data that includes January employment, Consumer Price Index (CPI), Producer Price Index (PPI), Producer Consumption...
Today, we present a guest post written by David Papell and Ruxandra Prodan, Professor and Instructional Associate Professor of Economics at the University...
The Fed Just Hinted That The New Inflation Target Will Be 2.8% Recall back in September, when we wrote that "The "Scariest Paper Of 2022"...
The investing landscape is about as mixed and garbled as one could imagine, with all the conflicting data showing a lot of fragmentation within several...
Futures Drift With US Markets Closed For President's Day With US cash markets closed for the President's Day holiday, US equity futures traded...
The pendulum of market sentiment swung from fear of a synchronized recession in the US and Europe to optimism that a recession can be avoid. The...
What’s the latest thinking in fiscal and monetary policy? The Hutchins Roundup keeps you informed of the latest research, charts, and speeches. Want...
The Federal Open Market Committee (FOMC) has increased the target range for the federal funds rate by 4.50 percentage points since March 16, 2022. In...
"Not A Lot Of New Information": Here's What The Big Banks Think About Today's CPI Report We already shared several kneejerk reactions from...
Key Events This Week: UMich, Inflation Expectations And All Ears On Powell Tomorrow After a rollercoaster week which saw a nonstop torrent...
Futures, Global Stocks Slide, Dollar Jumps On Rising US-China Tensions, Fed Outlook The post-payrolls slump in US stocks and global markets...
The new year began amid optimism among investors. Equities and bonds rallied in January, clawing back some losses from last year. The dollar traded heavily,...
With the CME FedWatch Tool showing a likelihood of over 99% of a 25-bps hike in the first meeting of the year, the FOMC delivered exactly...
Fed Preview: 25bps And Then "The End Is Very Much In Sight" Cutting to the chase, ahead of the Fed's decision (due at 2pm, Powell press...
Fed Preview: 25bps Tomorrow And Then "The End Is Very Much In Sight" Cutting to the chase, ahead of tomorrow's Fed decision (due at 2pm, Powell...
More short squeeze penny stocks to watch before February 2023. The post 10 Top Penny Stocks To Watch With High Short Interest This Week appeared first...