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."
You Got To Know When To Hold 'Em
The Fed is the ultimate gambler, especially when it's "house money." All of last year we were told that inflation was "transitory" and the Fed was late to address the rise in consumer prices.
Under Pressure
Markets are up and down this week as investors try to determine what's next for the economy with multiple pressures playing a game of tug-of-war.