Today's topics include today's FOMC meeting sets the table for December, profit margins & inflation, consumer saving/spending, savings rates vs. mortgage rates, stock seasonality amidst the upcoming election, and gauging the odds of recession
Polling has gotten more expensive. After years of bad calls, fewer are being conducted. For those that are left, even progressive political forecasters expect the polls to undercount Republicans.
The losses in the stock and bond markets have rarely been matched on a historical basis.
Today's topics include deciphering the path forward, looking at the yield curve, supply chains on the Mississippi, small businesses are starting to struggle, the problem with real yields, wheat price stay high, an open letter to the Fed, the Fed's X factor in the inflation fight: households, soft landing?, and ETH miners change jobs after the merge
Wednesday's FOMC press conference is going to be unusual. Powell will have to address not only inflation, but the Timiraos story about a Fed stepdown.
Earnings growth expectations for the next several quarters are declining amidst slowing growth and tighter margins.
Differentiating 'allocator' ETF flows from 'trader' ETF flows
Today's topics include the changing economy, will the Treasury buy back bonds?, being bullish, ex-US returns, portfolio returns are making history (in a bad way), the BoJ has big decisions to make, liquidity drain driving tech lower, Eurozone inflation, Timiraos on the Fed's losses, and COVID is still a problem in China
The midterm elections are just 11 days away. The Republican surge continues.