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).

Powell Speech Preview

What’s in Today’s Report: Powell speech preview, Modestly higher futures, No new developments in Afghanistan, and more…

Market Multiple Chart

Why Does the Market Think COVID Has Peaked?

What’s in Today’s Report: Why does the market think COVID has peaked? EIA analysis and oil market update, and more…

Man in suit meeting a woman

Using the Yield Curve to Measure Taper Expectations

What’s in Today’s Report: Using the yield curve to measures taper expectations, Strong 2-Year Note auction implies a dovish Powell, and more.

Taper Outlook: Good, Bad, and Ugly Scenarios

What’s in Today’s Report: It’s not when, but how the Fed tapers that matters, Chinese tech stocks recovering, and more…

NY Stock Exchange

Why Negative Headlines Still Aren’t Hurting Stocks

What’s in Today’s Report: Why negative headlines still aren’t hurting stocks, Can good earnings continue to offset negative macro headlines?

Why Did Stocks Drop?

What’s in Today’s Report: Why did stocks drop? Fed minutes takeaways, EIA data takeaways and oil update, and more…