Slowing payrolls and massive revisions might have more to do with collapsing population growth than a slowing economy. This is because the border is closed. Cutting rates to stimulate job growth will only lead to more inflation and exacerbate the...
Unlike previous cycles, retail investors hold a much larger sway over markets. Who are retail traders?
Retail investors have become a dominant market force and have successfully piled into equity markets this year despite professional money managers' uncertainty. How are these retail investors trading?
Quantifying retail traders' share of equity market volume reveals the group has become a dominant market force.
We keep returning to the issue of depositors withdrawing funds from banks for higher-yielding alternatives. This is a liquidity crisis impacting the liability of side of the banks' balance sheets. Banking data released late last week show the...
In this confusing environment, we believe the Fed will take its cue from the stock market in deciding what to do next week.