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Executive Summary: Is this year’s rotation of voting members on the FOMC likely to shift the monetary policy needle? Which way? Today, Eric identifies the new hawks and doves and speculates about how they might vote at January’s meeting. …
Executive Summary: The financial markets have been recalibrating their expectations for monetary policy since the FOMC’s December meeting and their expectations for economic changes under the incoming Trump 2.0 administration since Election Day. In this context, Friday’s strong employment report
Executive Summary: Today, Jackie recaps takeaways from this week’s Consumer Electronics Show—including Nvidia CEO Jensen Huang’s insights about the future of artificial intelligence and the most notable of the many AI-enhanced high-tech gadgets unveiled at the convention. … Also: Industrial
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
Stock market valuation and beauty have a lot in common: They are both in the eyes of the beholder. At the end of the original version of the movie King Kong (1933), the big ape’s death is blamed by his
The week ahead is packed with inflation, consumer, and manufacturing indicator releases. Long-term Treasury yields could climb closer to 5.00% this week if fears about stickier inflation intensify. We’re expecting solid updates on consumer spending. In addition, Q4’s S&P
Last year, during August, we anticipated that US bond yields would rebound. Indeed, they have. During December, we expected a stock market correction at the start of the new year. So far, there has been a significant pullback in
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