Is the Baltimore Bridge Collapse a Risk to Inflation?

What’s in Today’s Report: Could the Baltimore Bridge Collapse Spark a Rebound in Inflation? Durable Goods Orders Takeaways (More Weak Revisions).

Is the Fed About to Make a Policy Mistake?

What’s in Today’s Report: Is the Fed about to make a policy mistake, Powell testimony takeaways, S&P 500 chart: Similarities to January 2020.

Omicron and Fed Tapering

What’s in Today’s Report: Omicron and Fed tapering, Omicron update (Some incremental information), and more…

vaccine

Omicron Update: The Two Key Questions We Need Answered

What’s in Today’s Report: Omicron update, How big of a risk is the new variant? A very busy economic week: Jobs report, Final PMIs.

Coronavirus

What the New COVID Variant Means for the Rally (So Far)

What’s in Today’s Report: What the new COVID variant means for the rally (So far), Sharply lower futures, Lockdown concerns, and more…

What the SPR Release Means for Oil

What’s in Today’s Report: Global flash composite PMI data takeaways, What the SPR release means for oil, and more…

What Powell’s Renomination Means for Markets

What’s in Today’s Report: What Powell’s renomination means for markets, Gold update: Cooling inflation outlook favors the bears, and more…