What Credit Spreads Are Saying About the Economy

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

S&P 500 Market Multiple Levels Chart

What’s in Today’s Report: S&P 500 Market Multiple Targets – December Update and Housing Market Update: Where Are the Declines?

multiple

Market Multiple Table: December Update

What’s in Today’s Report: Market Multiple Table – December Update (Unbranded Copy Available) and 10-Yr Yield Violates Long-Term Uptrend.

Explaining This Market Surge to Clients

What’s in Today’s Report:Explaining This Market Surge To Clients and Weekly Economic Cheat Sheet: Why Bad Data is Now Bad for Stocks.

Why This Isn’t A Risk-Less Market (Despite The Fed Being Dovish)

What’s in Today’s Report: Why This Isn’t A Risk-Less Market (Despite The Fed Being Dovish) and Understanding Why the Dollar Is Plunging.

Bullish

Is the Dovish Fed Decision A Bullish Gamechanger?

What’s in Today’s Report:Is the Dovish Fed Decision A Bullish Gamechanger? What Sectors and Assets Benefit Most from the Dovish Fed?

Why the Bar for the Fed to Be Hawkish Is High

What’s in Today’s Report:Why the Bar for the Fed to Be Hawkish Is High and What the CPI Report Means for Markets.