Most at risk from a hot CPI report are consumer banks, many of which will be announcing their latest quarterly results this week. Read More
Archive
Filter
A turnaround in consumer sentment for future economic conditions may portend a rally by automotive and housing stocks once the war in Iran is over. Read More
This month’s Personal Finance options recommendation includes two strategies, selling a covered call and selling a naked put on Sprouts Farmers Market (NYSE: SFM) Read More
I expect bond yields to level off over the remainder of this year before gradually coming down next year. Read More
Fed Chair Kevin Warsh has made clear that keeping inflation in check is his highest priority, so the weaker-than-expected jobs report for September may be nothing to celebrate. Read More
If Wall Street is making investment decisions based on the assumption that a recession is not in the cards, then the residential real estate cannot be contracting at the same time. Read More
Short-term borrowing rates for REITs should decrease based on the latest dot plot from the Federal Open Market Committee that suggests its policy rate is close to topping out. Read More
The revisions to how PCE is calculated shaved approximately 0.3 percent off the annual growth rate, meaning there was no change to the core PCE annual growth rate in August. Read More
This week's jobs data for September could help retail stocks get going again after stalling out due to high fuel prices. Read More
Rather than rehash what is mostly meaningless data this week, I’d prefer to use this time to respond to your feedback from our recent survey. Read More