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This will be one of the busier weeks of the year with earnings, the Fed, lots of data, and a Treasury Quarterly Refunding announcement. There are many differing views on the QRA, and there is a good...
The Biggest MYTH of Trading is that more trading equals more money.Overtrading is one of the most dangerous trading behaviors.
In Q1 2024, the US crossed the historic milestone of paying over $1 trillion on interest payments. As a consequence of an unprecedented $5 trillion money supply boost since 2020, the US experienced an...
Yesterday’s first-quarter GDP report delivered a one-two punch for markets: slower-than-expected growth and hotter-than-expected inflation. In reaction, stocks fell and US Treasury yields rose....
The latest retail sales data suggests a robust consumer, leading economists to become even more optimistic about more robust economic growth this year. To wit: “It has been two years since...
GDP and PCE inflation data disappointed yesterday. This data raises the question: will it be possible to beat inflation without triggering a recession? Meanwhile, the US dollar has corrected, with...
The airline industry is gearing up for what could be a record-breaking summer travel season, if forecasts turn out to be correct. Despite challenges such as the Boeing (NYSE:BA) 737 MAX 9 grounding...
Here is a trillion (dollar) reasons why the US economy is likely to hold up until elections: between now and then, Yellen is likely to drain the Treasury General Account (TGA) and unleash a wave of...
To be successful, active investors have to watch (and create) indicators that the mainstream media do not follow.Trading is hard, requiring discipline and a strict set of rules. Today, we look at a...
The average 12-month trailing yield for the major asset classes has ticked up so far this year, based on a set of proxy ETFs through yesterday’s close (Apr. 23) vs. early...
The bad news is that the contraction in the money supply appears to be over. That’s not bad news per se (see below), but it’s bad in that the anti-inflationary work that was happening is...
The US economy appears on track to post softer growth in the first-quarter GDP report scheduled for release on Thursday (Apr. 25), based on the median for a set of nowcasts compiled by...
Stocks rallied yesterday as bond yields stalled, the dollar weakened and spreads narrowed. The rally came after six straight days of losses and wasn’t very impressive. After climbing around...
US Treasury bond yields have been moving higher for the past 4 years.Furthermore, the rally marks the largest 200-week rally in 10-year yield history. Wow! So today, we ask, are yields tired...
Earnings and Economic data will dominate the landscape this week. The names on the earnings calendar will start Tuesday with Tesla (NASDAQ:TSLA), followed by Meta (NASDAQ:META) on Wednesday, and...