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January 26, 2022
Will it be two or three rate hikes, or five or six? Buckle up, because the Fed needs markets to believe that anything is possible.
January 25, 2022
US stocks have swung wildly this week, with plunges of up to 5% before closing in the green. Two analysts break down what it all means.
January 25, 2022
US stocks have swung wildly this week, with moves of over 1,000 points for the Dow. The volatility is extreme to be sure, but investors shouldn't be
January 19, 2022
To Unlock Where We're Headed in 2022, Spend Some Time on Consumer Spending...GS
January 12, 2022
The Fed has to take some action: No matter how you slice it, the 7% CPI is an unacceptable inflation rate. Here's my take on inflation and what's ahead.
January 7, 2022
Here's my take on the payroll numbers, how to read them, and how to view rates and bonds, the economy -- and the Fed's next move.
January 5, 2022
The newly released minutes from the December Fed meeting show just how it plans to handle the quantitative easing portfolio -- and how far it could go.
December 29, 2021
There should be enough momentum already in the economy to keep core inflation measures well above 3% for at least a couple quarters....ZM
December 23, 2021
That's probably the single most important question for markets in 2022.
December 15, 2021
The Fed Takes a Big Leap as the Training Wheels Are Coming Off