August 17, 2023hings you need to know. - What have I been telling you? Hello? Higher rates…. - FED is fractured but…- August 16, 2023Things you need to know. - Bam, Pow, Bang, Ouch – Reminds me of Batman & Robin - Neely Kashkari…
- August 15, 2023Things you need to know. - Stocks bounce - don’t be fooled. - Negative Headlines everywhere…China, Russia, Argentina, UK, US…
- August 14, 2023Things you need to know. - PPI hotter than expected and that sent bond yields up. - Can producers continue…
- August 11, 2023Things you need to know. - The CPI report does NOT change the narrative. - Stocks rallied hard then FADE…
- August 10, 2023Things you need to know. What is going on in China? Do we believe any of it? Oil surges…. but…
- August 9, 2023Things you need to know. - The Churn continues – Up on Monday/Down on Tuesday…. - Moody’s downgrades the smaller…
- August 7, 2023Things you need to know. - NFP report has something for everyone! Smaller job creation, but upward pressure on wages…
- August 4, 2023Things you need to know. - I’m back from a short vacation – What happened? - Strong eco data, a…
- July 28, 2023Things you need to know. - The Bull run comes to an end…. As if that means anything at all.…
