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Remember the Yield Curve?
The yield curve was all the rage in 2023. As investors witnessed the deepest and longest-lasting inversion in modern... read more →
February 25, 2025

Housing Market Concerns
This morning the latest survey from the National Association of Home Builders was released and the details were a... read more →
February 18, 2025

Hotter Inflation Means Longer Fed Pause
January CPI inflation came in much hotter than expected this morning, with headline CPI rising at 0.5% for the... read more →
February 13, 2025

Latest Tariff News Underscores Heightened Policy Risk
Markets were rattled yesterday morning with the news over the weekend that President Trump planned to apply tariffs of 25%... read more →
February 4, 2025
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18Feb
04Feb
Latest Tariff News Underscores Heightened Policy Risk
Markets were rattled yesterday morning with the news over the weekend that President Trump planned to apply tariffs of 25% on trade with.. Read More →

Remember the Yield Curve?
The yield curve was all the rage in 2023. As investors witnessed the deepest and longest-lasting inversion in modern... read more →
February 25, 2025

Housing Market Concerns
This morning the latest survey from the National Association of Home Builders was released and the details were a... read more →
February 18, 2025

Hotter Inflation Means Longer Fed Pause
January CPI inflation came in much hotter than expected this morning, with headline CPI rising at 0.5% for the... read more →
February 13, 2025

Latest Tariff News Underscores Heightened Policy Risk
Markets were rattled yesterday morning with the news over the weekend that President Trump planned to apply tariffs of 25%... read more →
February 4, 2025

DeepSeeking an Explanation from Big Tech
With about 20% of companies in the S&P 500 index having reported earnings for Q4 of last year, it is... read more →
January 28, 2025