Close to a washout but not quite there
Not much to smile about today for equity investors.
Read MoreNot much to smile about today for equity investors.
Read MoreFollowing a rate cut last week which acted as an insurance for a potential further decline in economic activity as well as an effort to bring inflation up to…
Read MoreI am in Boston visiting clients to talk about where we are in the correction process and our thesis of a generational change in how the Fed views inflation. …
Read MoreA generational change in the way Fed views inflation suggests a more aggressive Fed. For the better part of the last 40 years, the Fed has been worried about…
Read MoreS&P 500 futures are falling over 1% this morning after the Chinese government let their currency weaken to the lowest level vs. the U.S. Dollar in over ten years.…
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