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Panic City, Hot Inflation, Bullard's Bombshell, Tough Thursday, Futures Shock

Stephen Guilfoyle in his Market Recon column covers Thursday's market panic after James Bullard's bombshell comments on rate hikes, offers thoughts on how the Fed can deal with inflation, and warns how the futures markets are pricing in multiple hikes in the fed funds rate....CLF
Jerome Powell Loretta Mester Janet Yellen Alpha Delta Rapahel Bostic James Bullard

Jobs Guess, Central Bankers Tighten Up, Thursday Smackdown, Correction's End?

Stephen Guilfoyle in his Market Recon columns offers a January jobs report guess, observes how central bankers are tightening their monetary policies, breaks down Thursday's market smackdown and sticks by his observation that the market correction begun in January is coming to an end....FB
United States Peter Tchir Liz Claman Christine Lagarde Emily Dickenson Mark Zuckerberg

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Seeking Confirmation, Big Inventory Build, Lousy Durable Orders, Dollar Worries

Stephen Guilfoyle in his Market Recon is seeking confirmation of the market's direction, is stunned by the huge build in inventory, comments on the lousy durable goods numbers, is concerned about the strengthening of the U.S. dollar, and casts a wary eye at the narrowing spread in Treasuries...MSFT
South Africa United Kingdom Bureau Of Economic Analysis People Bank Census Bureau While The Bureau Of Economic Analysis

Be on the Lookout, Less-Than-Average Averages, OK Treasuries, Poor Peloton

Stephen Guilfoyle in his Market Recon column urges investors to be on the look, explores less-than-average market averages, says not to blame Treasuries for the poor market action, looks at the rough week for semiconductor stocks and delves into the poor performance of Peloton Interactive (PTON)....NFLX
New York United States New York Stock Exchange Janet Yellen Georges Patton Jr York Stock Exchange

Tech Beatdown, Technical Tightrope, Treasury Spreads, Fed Out in Force

Stephen Guilfoyle in his Market Recon column checks out Thursday's beatdown in tech stocks, the technical tightrope walked by the major indexes, the spread in Treasury notes, Federal Reserve members out in force to talk interest rates, and the start of earnings season with big banks....NET
United States San Francisco Lael Brainard Jerome Powell Patrick Harker Eric Rosengren

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