The Economic week ahead, February 11th
Following an abnormally quiet week of economic data that saw the S&P remain essentially flat, this week will feature a slew of economic data as we begin to catch…
Read MoreFollowing an abnormally quiet week of economic data that saw the S&P remain essentially flat, this week will feature a slew of economic data as we begin to catch…
Read MoreHighlights Government entities are increasing not just the amount, but also the intensity, of their shadow banking activitiesThese efforts will allow companies to undertake even more shareholder-friendly…
Read MoreThe third overdone “recession” trade this cycle. As the equity market collapsed in late December, it was clear investors were fearful the Fed would ignore the benign inflation…
Read MoreThe Labor Department reported that nonfarm payrolls (NFP) rose by 304k in January, much better than the consensus estimate of 165k. Despite a large revision to the December data, to…
Read MoreHighlights The credit market is wide open again, and has been since the Fed reversed course at the start of January It is as if equity investors were not listening…
Read MoreAfter being delayed for weeks, data on new home sales was finally released this morning.
Read MoreWas the December FOMC press conference a rookie mistake, or did the economic backdrop change that much over the past six weeks? Probably a bit of both. The carefully worded…
Read MoreRemember the last FOMC meeting and press conference? Yes, it was just over a month ago that Fed Chair Powell had a disastrous press conference that caused the swoon…
Read MoreWhile Monday and Tuesday will not feature any major economic data releases, this week will close with a slew of significant data as well as many key earnings reports.…
Read MoreHighlights The already-record pace of bank buying of US government bonds has intensified even further This surge has likely been a major factor in the Fed’s reversal this month…
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