Setting the Stage for Stagflation?
Let’s look at ‘higher for longer’ fuel prices, the Iran conflict and what I’m cautious right now.
Something’s Not Working Out
When’s the last time you got a call from the Bureau of Labor Statistics? Let’s look at employment and why I kinda agree more with Christopher Waller than Kevin Warsh right now….
Something Cool for Summer
Let’s dive into that that chilly CPI data, check the rate outlook now, and preview Lockheed Martin’s and RTX’s drone-busting tech.
I’m Stalking These Small-Caps as Interest Rates Spread Ugliness Across Wall St.
Higher interest rates are smacking the market, but I’m focusing on these opportunities.