The Fed. Very Interesting….
Following the softer job openings data, the market is now [...]
The Fed… Again
The last time the Fed made a policy move was [...]
Open AI IPO
This headline from the Wall Street Journal last Tuesday… OpenAI is [...]
US Economy
The September jobs growth figure was almost double the [...]
Small Caps Losing Money
Small-cap companies are widely (and correctly) seen as riskier [...]
Recession?
Lacy Hunt’s quarterly letter turns darker this time. He [...]
Anticipating a Shift: Market Forecasts Defy Fed’s Stance on Rate Cuts
Despite Chair Powell’s pushback, the market now sees some [...]
The Fed’s Pivot: Rate Cuts on the Horizon Amid Economic Shifts
It finally looks like the Federal Reserve’s rate-hiking cycle has [...]
Mixed Signals: U.S. Economy Sees Job Surge Amid Inflation Concerns and Rent Pressures
February’s job gains exceeded expectations, yet the underlying trends [...]
Commercial Real Estate – Office Rental Woes, Banking Exposure, Systemic Risk (?)
My friend Dan has extensive experience in the CRE [...]