Markets, Inflation, Fed Rate Hikes, Skating on Thin Ice, Staying 'Cashy'
So much for all of those genius economists that told you a 'recession' just wasn't in the data....XLF
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So much for all of those genius economists that told you a 'recession' just wasn't in the data....XLF
What the Red Hot CPI Means for Investors and the Fed
Expanded economic hardship if not outright contraction in two to three years is exactly what Treasury markets are signaling....XLRE
The US Dollar put in a quick reversal last week on the back of some comments from James Bullard, and that's had reverberations in a number of other markets. Can it continue?
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