Newsclips
Where Do Short Rates Peak?
September 12, 2022
History shows the two-year yield peaks above the terminal fed funds rate. Currently the terminal rate is expected to reach 4%.
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Quick Comments/What We’re Reading
September 12, 2022
Today's topics include Bloomberg tv, checking in on inflation before tomorrow's big release, the bond bear market, innovation as a driver of the dollar, work from home's impact, another problem for the supply chain?, housing's deceleration, quantifying Covid's effect on the labor force, market sentiment, the 60/40 portfolio, and tough times for crypto miners
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Cartoons
September 12, 2022
Newsclips
How Stressed Are Markets?
September 9, 2022
Have market stresses reached panic levels that would suggest all the potential bad news is priced in? We do not believe so, suggesting more turbulence could be ahead.
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Quick Comments/What We’re Reading
September 9, 2022
Today's topics include the Fed's long-term view, the folly of economic forecasting, energy price caps, more on utility companies' margin calls, Russian gas imports, the dollar's digital competitors, and Gensler vs. the crypto world
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Cartoons
September 9, 2022
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Quick Comments/What We’re Reading
September 8, 2022
Today's topics include discussing markets & the Fed, determining the odds of a soft landing, projecting a more hawkish Fed, institutions buying record protection, the dollar's unrelenting rise, the bond bear, Russian oil exports, and housing's slowdown
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Cartoons
September 8, 2022
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“Chairman Timiraos” Signals a Third 75bps Hike Is Coming
September 7, 2022
In the Wall Street Journal this morning, "Federal Reserve Chairman Nick Timiraos" signaled a third consecutive 75 basis point hike coming on September 21 and markets reacted accordingly. With just a few weeks until the meeting, even the August CPI report next week might not change this expectation.
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Quick Comments/What We’re Reading
September 7, 2022
Today's topics include more on the strengthening dollar, the focus on Powell, ready to fight over toilet paper again?, Goldman says lower lows, will back to the office stick this time?, the severity of Europe's energy crisis, how will earnings adjust?, the end of negative rates era, dumbing European ETFs, Chinese exports weaken amid global slowdown, and crypto market cap under $1t
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Cartoons
September 7, 2022
Conference Calls
Markets Through Year-End
September 6, 2022
A replay of our September 8 conference call.