May 3, 2024
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Markets await next week’s CPI...

(7 December 2022) Has inflation peaked?  October's...

Bond yields tumble on recession...

(5 July 2022) It seems we've...

Markets await next week’s CPI data and FOMC decision

(7 December 2022) Has inflation peaked?  October's US CPI report showed a modest down tick to 7.7% after clocking in at over 8% during the summer.  As we await the November CPI report next Tuesday (Dec 13), inflation is still front and center in the eyes of most investors.  Stocks and bonds have rallied in recent weeks in hopes that further moderation of price increases will make it easier for the Fed to slow or even reverse its tightening cycle of interest rate hikes.  As it happens, the next...

Markets await next...

(7 December 2022) Has inflation peaked?  October's US CPI report showed a modest down tick to 7.7% after clocking in at over 8% during...

Bond yields tumble...

(5 July 2022) It seems we've entered in a good news, bad news economic situation for the moment.  The good news is that...

Bond yields remain...

(24 March 2021) Bond yields have moved back up to their pre-Covid levels in recent weeks as investors reassess inflation risks amid the...

Stocks volatile on...

(3 March 2021) Stocks are looking more vulnerable in recent days in the wake of last week's bond market scare.  The yield on...

Rising bond yields...

(24 February 2021) The Covid speculative bubble continues to blow bigger in 2021 as investors buy up everything from Bitcoin to blue chips.  With...
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