As COVID-19 cases in the United States linked to the Omicron variant have fallen dramatically during the past month we look once more to high-frequency data for signals on how Continue reading →

Friday, February 11, 2022

Index Performance Continue reading →

Friday, February 11, 2022

Stocks are off to a rocky start this year, with the S&P 500 Index beginning a correction almost immediately at the turn of the calendar year. The benchmark index fell nearly 12% Continue reading →

February 10, 2022

Should we be surprised at inflation surprises at this point? The Consumer Price Index (CPI), the most well known measure of inflation, climbed 7.5% over the last year through Continue reading →

Wednesday, February 9, 2022

The Super Bowl Indicator suggests stocks rise for the full year when the Super Bowl winner has come from the original National Football League (now the NFC), but when an Continue reading →

Tuesday, February 8, 2022

Since the beginning of the COVID-19 pandemic, the Federal Reserve (Fed) has been supporting financial markets by buying $120 billion of U.S. Treasury and mortgage-backed Continue reading →

Monday, February 7, 2022 Continue reading →

Index Performance Continue reading →

Friday, February 4, 2022

The U.S. economy added 467,000 jobs in January, well ahead of the consensus estimate of 125,000, and December’s disappointment was wiped off the books after being revised Continue reading →

Thursday, February 3, 2022

With the recent hawkish pivot by the Federal Reserve (Fed) indicating a now quicker removal of monetary accommodation, U.S. Treasury yields have moved higher to start the year. Continue reading →