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June 30, 2024
Last time i checked they are still doing so. I think what has caused people to stop and take note is the speed and the vehemence with which it has flattened recently. You still have lots of Central Bank Liquidity around the world, even if the u. S. Is pulling back. The bank of japan expanding their program. Ecb is very involved. You are not seeing Global Central Bank purchasing winding down. You can easily say that between 50 and 0 is the flashing sign. Things are starting to get a lot more chal...
June 30, 2024
The labor market is starting to take hold with wages and employment. I think the market is waking up to the fact that the plan that the fed put in place is actually justified. We have more policy uncertainty which can naturally lead to more Economic Uncertainty which will lead to more market uncertainty and that will end up with more volatility. These things take time. Its hard to have such a dislocating move without creating all kinds of wreckage around that you are not expecting. Lower longter...
June 30, 2024
I think the market is waking up to the fact that the plan that the fed put in place is actually justified. We have more policy uncertainty, which can naturally lead to more Economic Uncertainty which will lead to more market uncertainty and that will end up with more volatility. Im going to argue it is not really done. These things take time. Its hard to have such a dislocating move without leaving all kinds of wreckage around that you are not expecting. If the stock market is pricing in lower l...
June 30, 2024
Starting to take hold with wages and employment. I think the market is waking up to the fact that the plan that the fed put in place is actually probably justified. We have more policy uncertainty, which can naturally lead to more economic uncertainty, which will lead to more market uncertainty and that will end up with more volatility. Im going to argue it is not really done. These things take time. Its hard to have such a dislocating move without leaving all kinds of wreckage around that you a...
June 30, 2024
The market is finally catching up with fed expectations. I think the labor market is starting to take hold with wages and employment. I think the market is waking up to the fact that the plan that the fed put in place, is actually probably justified. We have more policy uncertainty, which can naturally lead to more economic uncertainty, which will lead to more market uncertainty and that will end up with more volatility. Im going to argue it is not really done. These things take time. Its hard t...
June 30, 2024
We have more policy uncertainty, which can naturally lead to more economic uncertainty, which will lead to more market uncertainty and that will end up with more volatility. Im going to argue it is not really done. These things take time. Its hard to have such a dislocating move without leaving all kinds of wreckage around that you are not expecting. If the stock market is pricing in lower longterm yield, that could lead into higher evaluation. I dont see a financial crisis on the horizon, but w...
June 30, 2024
I think the market is waking up to the fact that the plan that the fed put in place is actually justified. We have more policy uncertainty, which can naturally lead to more Economic Uncertainty which will lead to more market uncertainty and that will end up with more volatility. Im going to argue it is not really done. These things take time. Its hard to have such a dislocating move without leaving all kinds of wreckage around that you are not expecting. If the stock market is pricing in lower l...
June 30, 2024
Going to take hold with wages and employment. I think the market is waking up to the fact that the plan that the fed put in place is actually probably justified. We have more policy uncertainty which can naturally lead to more Economic Uncertainty which will lead to more market uncertainty and that will end up with more volatility. I would argue it is not really done. These things take time. Its hard to have such a this locating move without leaving all kinds of wreckage around that you are not ...
June 21, 2024
Permission to do this, and i did not inform Mitch Mcconnell. I took to the floor of the United States senate and to be power that comes from being a senator representing one of the great states in this nation to force a debate on an issue that i felt strongly about and they feel strongly about for many years. The issue is not dead, though. Senate republican leader Mitch Mcconnell says lawmakers will vote on keystone next year when of course there will be more republicans in the chamber. Meanwhil...
November 28, 2023
Stocks fell on November 28 as the rally that started after latest inflation data seems to be losing steam.