Impossible to ignore the material move higher in 10y UST yields. 4.73% on the 10y UST is its highest level... read more →
Lots of attention this morning to CPI inflation headlines. Energy running hot on low inventory levels, used cars continue to... read more →
It’s this week’s inflation data that is probably the headline to focus on, if one is into focusing on headlines. ... read more →
Back-to-school day in Boston, opening night for the NFL, and three charts for your Thursday morning!!! LET’S GO!!! Chart#1 -... read more →
Fed chair Powell performed roughly “as expected” at Jackson Hole on Friday. Lots of progress to date against inflation. Inflation... read more →
Fed chair Powell speaks Friday at 10am from Jackson Hole. It’s an important speech with very important implications for markets. ... read more →
At the time of writing, the S&P 500 index is in the midst of a nearly 5% pullback from its... read more →
As Rich wrote on Wednesday, this is historically a weak period for equity markets through the end of October, and... read more →
One question I am getting a lot now goes like this: “With the market having had such a strong YTD... read more →
The US economy continues to hang in there just fine but inflationary data on many fronts continues to fall and... read more →