may 29

Much More Than This Week (TRDKWTAD)

By |2019-09-20T18:45:05-05:00September 20th, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

According to the recent release of the Federal Reserve’s projected forecasts, that’s it. It wasn’t one and done like Chairman Powell had initially indicated, this “midcycle adjustment” hits two. And that is it, at least if you believe the current calculations spit out by the Fed’s models. It goes along with Powell’s blunt statement he [...]

Curves Have Pointed The Way, And It’s The Way They Still Point

By |2019-05-10T16:35:07-05:00May 10th, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

In the middle of last November, when the Dallas branch of the Federal Reserve convened a conference on “global perspectives”, ironically, its officials were in a very good mood. The institution’s Chairman, Jay Powell, invited to speak at the gathering spelled out exactly why. Central bankers since Greenspan have made a habit of trying to [...]

Durably Sideways

By |2019-04-25T17:23:03-05:00April 25th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Next month, in the durable goods series, the Census Bureau will release the results of its annual benchmark changes. In May 2019, the agency will revise the seasonal adjustments going back to January 2002. Unadjusted data will not be, well, further adjusted. None of this, apparently, will include any information gleaned from the comprehensive 2017 [...]

Labor Slowdown Already; Another Account Falls In Line of May 29

By |2019-04-11T16:36:54-05:00April 11th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

May 29. May 29. May 29. It keeps showing up everywhere. Not only does it appear as an inflection on so many important market charts, we keep finding it in economic accounts, too. There is so much to corroborate what can only have been a real and striking event. This contrasts, of course, with the [...]

Epic Flip Flop; From Surefire Inflation to ‘Muted’ in Three Weeks

By |2019-01-09T15:55:50-05:00January 9th, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

And like that, it’s all different. For more than a year, two years, really, we’ve heard constantly about wage pressures. The US economy buoyed by several domestic factors as well as globally synchronized growth was in danger of getting too far out of hand. The unemployment rate said it was time – three years ago [...]

Contact

Phone: 1-888-777-0970

Fax: 305-397-1686

RSS Recent Posts