A few key Asian markets managed to rebound on Friday after falling into corrections and
Month: January 2022
If Stocks Don’t Get Him, The Curve Might
Thursday’s overarching narrative was that this time around, Jerome Powell isn’t going to bend the
‘Bring Back Volcker’
I doubt seriously that prominent investors actually care about inflation vis-à-vis Fed policy. And why
Is The US Headed For A ‘Transitory’ Recession?
Mercifully, US jobless claims retreated in the week to January 22, snapping a streak of
US Economy Outperforms, Validating Hawkish Fed
The US economic expansion picked up in the fourth quarter, data out Thursday showed. The
Panic Selling Grips Asia As Stocks, Bonds Plunge On Hawkish Powell
Jerome Powell’s press conference performance, and particularly the Chair’s multiple references to this cycle being
Humble Stumbles
Jerome Powell on Wednesday emphasized that the Fed will be “humble” and “nimble” as it
Fed Nods To March Hike, Sketches QT With Runoff ‘Principles’
Inflation in the world’s largest economy is still “elevated,” the January FOMC statement said. That’s
Dovish Hawks Or Hawkish Doves? McElligott On The Fed
Plainly, Jerome Powell risked further destabilizing fragile US equities at the January FOMC press conference.
Key Ratio Points To 15% S&P Upside, One Bank Says
January’s stock swoon isn’t out of sync with fundamentals and played out largely as expected
Goldman: Any Further Significant Weakness Is A Buying Opportunity
Markets were choppy again Wednesday as January’s epic swings continued unabated. Needless to say, traders
New Home Sales Surge, Median Price Drops Most Ever
New home sales were higher than expected in December, data out Wednesday suggested. It was
Powell Faces 2018 Demons With Stock Crash Dilemma
“The continuing global recovery faces multiple challenges as the pandemic enters its third year,” the
US Consumers Resilient Amid Helium Balloons, Scourge
It could’ve been worse. That was one way to look at the latest read on
What If The Economy Won’t Fund Powell’s Rate Hikes?
Markets are awake to the idea that the Fed may be on the brink of
