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What Rises Typically Converges

It’s a game of “catch me if you can” between investors and the Fed these days. For the most part,...

What Are Bond Yields Telling Us Today?

As investors digested both the Fed’s decision to raise interest rates by another 75 basis points and the news that...

Many Americans Give Up on Inflation Remaining Tame

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of...

Another High Inflation Reading Pressures Fed to Speed Up the Taper

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of...

Booming U.S. Helps Snuff Out Fed’s ‘Transitory’ View of Inflation

Inflation sticker shock is spreading; 55% of the items in the Consumer Price Index have an annual inflation rate of...

Small-Cap EPS Growth Is Expected to Be 4x Faster than S&P 500

Like the famous Energizer Bunny, small-capitalization stocks keep on going versus their larger peers. Year to date, the S&P Small-Cap...

Biden, Trump Agree: Make America’s Growth Great Again

They’re very different Presidents, but what Joe Biden and Donald Trump have in common is their drive to make America’s...

7.9 Trillion Reasons Not to Fight the Fed, ECB, BOJ or BOE

If record high stock prices and record low yields on corporate bonds in the middle of a global pandemic seem...

Highest Market Volatility Since 1987 as Fed Cuts Rates to Zero

Highest volatility since 1987 Black Monday Crash
...

After Wild Ride Last Week, Equities Sink on Oil Shock

Last week, global equities ended roughly flat at 0.5% (MXWD) — the smallest week-over-week return since the start of 2020....
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