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
Month: February 2022
Weekly Market Performance – Markets End the Week Lower Amid Inflation Concerns
What’s the Technical Setup for the S&P 500?
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
Another Inflation Surprise Shifts Fed Expectations
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
Do Stocks Want The Bengals or Rams to Win?
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
What is Balance Sheet Runoff and Should Investors Be Concerned?
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
Will the Year of the Tiger Make the Bulls Smile?
Monday, February 7, 2022 Continue reading
Weekly Market Performance – U.S. Markets Continue Higher From Last Friday’s Late Rally
Index Performance Continue reading
Job Rebound Likely Keeps Fed on Track
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
Global Interest Rates Are on the Rise
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