Investors Surprise, Buy Bad Inflation and Rate Hike News
The CPI came in hotter than expected and I was surprised by the reaction.
Hot CPI Boosts September Rate Hike Bets to 90%
Core CPI comes in above expectations raising core PCE estimates with markets now pricing nearly four rate hikes over the next year.
A Day I Wish I Could Forget
It’s been twenty-five years since 9/11, but that doesn’t make it any easier thinking about that painful day.
Why I’m Looking to Buy a Negative Reaction to a Hot CPI Report
CPI will be released this morning and will determine what the Fed does next week.
CPI Sets Up Dull Session With a Bid Underneath
Too many people were positioned for a pullback that has not come.
A Market Tale Full of Sound and Fury Signifying Nothing
It was an extremely busy day with 8 major events, but there was only a muted market reaction.
May CPI Up Largely as Expected, But It’s Not That Simple
Ahead of tomorrow’s U.S. May PPI report, China’s May PPI accelerated further.
May CPI, End to Ceasefire?: 8 Key Items Shaping the Stock Market Wednesday
TSM’s May revenue, SpaceX’s oversubscription, bank stress tests, and other headlines are moving stocks this morning.
The Inflation Issue: 8 Key Items Shaping the Stock Market Tuesday
Oil prices and their follow through, April CPI, Trump’s CEO delegation, and other headlines that are moving stocks this morning.