Investors Knew Rate Hike Was Coming, Then Sold it Anyway
Federal Reserve chair Kevin Warsh vowed a “timelier return” to his inflation target.
Federal Reserve chair Kevin Warsh vowed a “timelier return” to his inflation target.
This Fed chair wants to raise rates further and he has the backing of his troops.
Abysmal breadth and widespread selling suggests Kevin Warsh will have a hard time calming markets.
A bounce in AI names is helping offset pressure from a continued rise in bond yields and oil prices.
Not bad enough to buy and not good enough to chase.
After an eventful week, it was revealed that both the CPI and PPI measures rose.
A resurgence in fuel prices and renewed trade tensions drives sentiment below every forecast.
Your best move right now is to focus on trends, not turns.
There is a lot of debate about compute spending, but investors should be more focused on these two developments.
With an already “fragile” setup, equities are starting the week on the wrong foot.