Despite the lack of Fed speakers, markets pulled back on rate hike and recession fears. This week, Inflation and the Fed’s Interest Rate...

Markets have turned back to the "good news is bad news" framework this week, despite no Fed speakers and nothing to contradict Fed...

Markets waivered during the week, but ended positive on Powell’s dovish comments. There were a lot of economic updates to digest last...

For the few weeks, you could have thrown out the fundamentals and just paid attention to what any particular Fed member was saying in any...

Every equity sector was higher last week as the market responded to dovish comments in the November FOMC minutes. There are seven...

There aren't many Thanksgiving movies or songs that I could reference for this week's musing, so I picked a movie that has the...

Equity markets were mixed last week as momentum stocks moved lower and defensive stocks generally held up. Last week, Retail Sales...

It has become apparent that last week's CPI surprise and this week's PPI surprise had many market actors unprepared. The Fed has access...

Markets struggled through Wednesday until Thursday’s CPI report surprised nearly everyone. Thursday’s release of October CPI (inflation)...

Things often seem better at the time than they do in the rearview mirror. I'll bet Fed Chairman Powell is thinking that right about now....