Is inflation retreating?
Last week, we received a lot of information about inflation. Some seemed to support the idea that inflation wa …
Off to a Slow Start
And we’re off…to a slow start.
Last week, investors appeared to suffer from a New Year’s hangover. The …
Merry Christmas
If all you wanted for Christmas was two percent inflation, you’re in luck!
Barring unforeseen events, it …
Have rates peaked?
Last week,
at its final policy meeting for 2023, the United States Federal Reserve indicated that rates may h …
Still Exceeding Expectations
Last week,
the United States Treasury market rallied. Yields fell and bond prices rose as some bond market in …
Cycling Along
It’s easy to forget that economic activity tends to move in cycles.
A full cycle, known as the business c …
Investor Optimism
In November,
investors were more optimistic than consumers.
At the start of November, investors were decid …
Easing Inflation
Is it done?
(We’re not talking about the turkey.)
Last week, investors enthusiastically embraced the ide …
Earnings Grew in the Third Quarter
Four times a year, during earnings season, publicly traded companies report how well they performed during the …
Will there be a year-end rally?
Last week, there was a lot of speculation about whether the United States will see a year-end stock market ral …