With Jay Powell’s Jackson Hole Speech last Friday morning, and the FOMC’s new (apparent) commitment to lowering the fed funds…
The SP 500 rose 4.50% last week, but the YTD return of 17.85% as of Friday, August 19th, ’24 is…
The big economic print this week will be Wednesday’s July CPI and Core CPI, which along with Thursday’s July Retail…
The big banks start reporting next Friday, July 12th, ’24. Look for JP Morgan (JPM), Citigroup (C) and Wells Fargo…
This week the blog is starting off with what I call the “spot curve” of the forward 4-quarter estimates of…