What Credit Spreads Are Saying About the Economy

What’s in Today’s Report: What Credit Spreads Are Saying About the Economy

Is NYCB the Canary in the Commercial Real Estate Coal Mine?

What’s in Today’s Report: Is NYCB the Canary in the Commercial Real Estate Coal Mine? EIA Update and Oil Market Analysis

Updated Market Multiple Targets: S&P 500 Chart

What’s in Today’s Report: S&P 500 Market Multiple Targets Chart – February Update (Shareable PDF)

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Market Multiple Table: February Update

What’s in Today’s Report: Market Multiple Table – February Update (Shareable PDF) and ISM Services PMI Takeaways: Prices Subindex Surges.

Cut Through the Market Noise: The Four Drivers of This Rally

What’s in Today’s Report: Cut Through the Market Noise: The Four Drivers of This Rally, Why Markets Rallied Despite Friday’s Hot Jobs Report.

Jobs Day (Updated Jobs Report Preview)

What’s in Today’s Report: Jobs Day (Updated Jobs Report Preview)

Was the Fed Decision Hawkish? No. Here’s Why.

What’s in Today’s Report: Was the Fed Decision Hawkish? No, Here’s Why. And Do We Need to Start to Worry About Banks Again?