We've got an action-packed, if not strange, musings this week. The long-awaited "pause" in rate hikes by the Fed was met with a rather...

Markets were mixed last week as tech earnings out-performed, but financial sector woes resurfaced. Overall, 53% of S&P 500 companies have...

The most recent economic data and information points to a delicate situation for the markets. Despite assurances that the Fed would...

Markets were slightly lower after a week of hawkish comments by multiple Fed speakers. So far, 18% of S&P 500 companies have reported 1st...

For some strange reason, the Fed appears to be "hell bent" on raising rates next month. Fed speakers have been largely hawkish in...

One of the key elements we subscribe to when generating economic and market commentary is going where the data takes us - not trying to...

Never underestimate the Fed's ability to let a good crisis go to waste. We have written a lot about recent policy mistakes by the...

Equities marched higher last week as volatility eased and banking concerns declined. With the banking fears and economic fears, earnings...

There's some talk right now that the current market environment resembles a "dead cat bounce" or that we're setting up for a recession. ...

Markets were somewhat resilient last week, given the disaster that was the Treasury Secretary’s speech before Congress. Things were going...

What a couple of weeks it has been! Last week, markets adjusted to the possibility of a banking crisis contagion. This week, markets...

Equities were mixed last week, while bonds moved higher as confidence in the banking sector continued to waiver. First, a quick recap on...

Equities suffered the worst losses in more than 6 months as the Fed’s game of double-speak turned costly. Normally, there is not much to...

The Fed and Chairman Powell are living dangerously these days as they play with investors' emotions in an extremely expensive game. If...

Equities broke a 4-week losing streak as economic data helped relieve Fed fears, temporarily. With most of Q4 earnings season completed,...

Per usual, the Fed has been all over the place this week in prepared remarks. As a result, the markets have been up-and-down in trading...

Equities were mixed and bonds were down as the Fed plastered the market with hawkish speeches last week. The fourth quarter earnings...

Quite a bit of unusual hawkish talk from the Fed this week had the markets up and down in trading action. The market, and the Fed, are...

Markets returned to the typical pattern of moving on every breath of the Fed last week. The fourth quarter continues to be subpar for...

Markets survived the Fed meeting last week, as most sectors were higher after the 25 basis point rate hike. The Fed raised rates as...