Interest Rates and the Stock Market
Higher interest rates should weaken economic growth, which over time [...]
US Economy – Consumer Sentiment
The U. Michigan consumer sentiment index edged higher this month [...]
US Economy – Morgan Stanley’s Estimation
Morgan Stanley is estimating a negative month-over-month CPI print for [...]
China is in Trouble
Today, China is in deep trouble. The residential market has [...]
The Fed – No Pivot Anytime Soon
In a succinct speech, Jerome Powell once again reminded the [...]
The Next Credit Crisis
Some mortgage lenders – the worst of them – are [...]
The US Inventory Cycle
The COVID era changed consumer preferences and disrupted US retail [...]
The Inverted Yield Curve – John Mauldin
We’ll start with a quick yield curve update. Much has [...]
Series I Bonds
Series I Bonds are special inflation-adjusted bonds issued by the government. Any [...]
From the FOMC
As expected, the Fed raised rates by 75 bps. [...]