Daily Sevens Report Preview.
Does the Warsh Nomination Jeopardize the Rally?
What’s in Today’s Report: Does the Warsh Nomination Jeopardize the Rally? Weekly Market Preview: Is the Goldilocks Economy Still Rolling?
Market Based Inflation Expectations Post-Fed
What’s in Today’s Report: Market Based Inflation Expectations Post-Fed, Futures are lower after Trump nominated Kevin Warsh as Fed Chair.
Another “Run Hot” Policy (Weaker Dollar)
What’s in Today’s Report: Another “Run Hot” Policy (Weaker Dollar), What the Fed Decision Means for Markets and more...
FOMC Preview
What’s in Today’s Report: FOMC Preview – Expected, Dovish-If, and Hawkish-If Scenarios, Chart – Silver Goes Parabolic, up 150%+ in 3 Months.
Two Reasons Markets Have Been So Resilient YTD
What’s in Today’s Report: Two Reasons Markets Have Been So Resilient YTD, Weekly Market Preview: Focus on the Fed.
Why YTD Sector Performance Implies Inflation Risks
What’s in Today’s Report: Why YTD Sector Performance Implies Inflation Risks and Futures are little changed on mixed tech news.
What’s Next from a Policy Standpoint
What’s in Today’s Report: What’s Next from a Policy Standpoint, Monthly Bitcoin Update and more...
Why “JGBs” and a “Run-Hot” Economy Matter to...
What’s in Today’s Report: Why a Spike in Japanese Bond Yields Hit Stocks, Implications of the Administration’s Policies: A Run-Hot Economy.
What Greenland Headlines Mean for Markets
What’s in Today’s Report: What the Greenland Headlines Mean for Markets and Weekly Economic Outlook – Core PCE in Focus.
January Market Multiple Table Chart
What's in today's report: Market multiple table chart, Futures are modestly higher, Oil is higher, earnings, Fed and more...