Image Source: UnsplashAfter over two years of Fed pauses, pivots, and uncertainty, the Fed has finally kicked off a new cycle by cutting its overnight rate by 50 bps and delivering an even more dovis...
Photo by Colin Watts on Unsplash GBP/USD has a fresh 30-month high in the bag after Fed rate cut. BoE rate call is in the barrel for Thursday, but no moves are expected. UK Retail Sales set to wr...
Today went pretty much as I had expected and prepared for.Have a pleasant evening. More By This Author:Stocks And Precious Metals Charts – Pretty Much Unchanged Stocks And Precious Metals Charts...
Ad hoc time series analysis. The 30 year mortgage rate and 10 year Treasury constant maturity yield co-move over the past 8 years. A Johansen maximum likelihood test (constant in cointegrating equatio...
Image Source: Unsplash The markets have been anything but boring lately, with wild swings up and down over the past two months in particular. If you find it all a bit unsettling, consider Berkshire ...
Image Source: Unsplash Wednesday’s stock market session was a rollercoaster, swinging wildly as the Federal Reserve delivered a much-anticipated half-percentage-point rate cut. Traders initially ch...
Are we over the hump?Those of you who do not look at X, here is a great summary of today’s FOMC by the Kobeissi Letter: Fed cuts interest rates by 50 bps for first time since 2020 Fed sees 2 more 25...
The S&P was the index to watch today – it promised much – but in the end, delivered little. The larger picture (weekly charts) still favor bulls, but daily charts are doing their best ...
Image Source: Pixabay The Fed slashed interest rates by 50 basis points today… while saying they intended to run a “rather restrictive policy”.The reaction was fairly muted – a lot of thi...
Image Source: Pixabay Alhambra CEO Joe Calhoun explains levels in the US dollar index that spell global economic trouble.Video Length: 00:14:34More By This Author:Leading Economic Indicators Not Work...