For me it is simply, “Economic Results will be better than Expected”. At the moment we are kind of at a tight spot for the following reasons: The FED is hell bent on destabilizing the economy by putting upward pressure…Continue Reading →
The battle between the FED and the markets on rates is front and center. My vote goes to the market. Here is what Bloomberg is saying this morning. An as-expected cooling in US inflation further fanned the flames of a fight between the market…Continue Reading →
This post is after the close on Thursday, 1-12-23. The first chart here shows the falling market rates. Note the market rate is pressing the lower dotted line across the chart. The next chart shows how the FED has kept…Continue Reading →
There is nothing new at the moment, just see what CPI and forecast GDP numbers are tomorrow.
Looking for Answers… That is the dilemma of the market after last Friday. Why is the economy doing better than many economists have expected. I don’t know for sure but I will throw out a few things to ponder. Today’s…Continue Reading →
Here to me are the highlights of our Forecast. Interest rates are the focus point for the markets, especially stocks. Key fact, the interest rate increases and QT which started in 2022 have made the economy more efficient. Money is…Continue Reading →
January 4, 2023 For me a few headline views: Inflation is key issue. Inflation numbers topped out in June 2021 Factors pushing those numbers were primarily Covid and Ukraine/Russia related, ie. supply chain and excess cash pushed out by the…Continue Reading →
January 3, 2023 First, as the politicians always say, to be perfectly clear, da, da, da. For me, to be perfectly clear, no one knows what is going to happen in the coming year, but what one can do is…Continue Reading →
This post is after the close of trading on Friday, December 30, 2022. This has been a year where again the FED’s refusal to allow the economy to function on its own dominated the action. Following 2021’s FED refusal to…Continue Reading →
It seems that while the FED tries to push rates up and take out the November 4th high rate, nothing seems to be happening with the all-important S&P other than its price is being compressed in an explosive way. In…Continue Reading →