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Saturday, September 23, 2023
Economic Update: Housing Starts Down, Permits Up, Builders Fretting, and Some Other Stuff (video)
Friday, September 22, 2023
What's Driving Markets Now, What Will Going Forward, What Volume Says, Yield Action, yada yada (video)
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Thursday, September 21, 2023
Morning Note: Messy Setup
Call it, per Bloomberg's Michael McKee, "a unanimous hawkish pause." Yep, no rate hike at yesterday's Fed meeting, but threats of one by year-end, and projections that show monetary policy staying yet tighter for longer than they thought last time they told us what they thought.
Wednesday, September 20, 2023
Mid-Week Market Update: Few Boats Catching All the Fish (video)
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Tuesday, September 19, 2023
Morning Note: What You Know About Nature
Monday, September 18, 2023
Morning Note: Sector, Region and Asset Class Results Update
For this morning's message we'll start by reposting Friday and Saturday's video commentaries... Both of these are we think very timely and should be viewed by anyone who’s at all interested in the current risk/reward setup for markets, and in what the latest consumer data say about the present stage of the economic cycle:
Saturday, September 16, 2023
Economic Update: Let's Talk About the Consumer (video)
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