Deck The Halls With Fed Fears
Markets have turned back to the "good news is bad news" framework this week, despite no Fed speakers and nothing to contradict Fed Chairman Powell's statements of last week.
Markets Got Run Over By The Fed
For the few weeks, you could have thrown out the fundamentals and just paid attention to what any particular Fed member was saying in any given speech to see which way the market was headed.
Blind Sided By The Consumer
There aren't many Thanksgiving movies or songs that I could reference for this week's musing, so I picked a movie that has the Thanksgiving holiday in it, but also has being thankful as it's overall theme.
Hawks Die Hard Despite Lower Inflation
It has become apparent that last week's CPI surprise and this week's PPI surprise had many market actors unprepared.
All My Troubles Seemed So Far Away
Things often seem better at the time than they do in the rearview mirror.
Don't You Forget About Me
Fed Chairman Powell wanted to make sure markets didn't forget him this week as he seemingly pulled the rug out from investor's hopes of a "soft pivot."