The Fed Is Losing Its Biggest Dove
Written by Michael Lebowitz and Lance Roberts | May 15, 2026 | Daily Market CommentaryJerome Powell’s term as Fed Chairman expires this Friday, with Kevin Warsh now confirmed by…
> Read MoreJerome Powell’s term as Fed Chairman expires this Friday, with Kevin Warsh now confirmed by…
> Read MoreInvestors are optimistic that the Wednesday kickoff of the US-China trade summit, featuring President Trump…
> Read MoreSince the start of 2024, McDonald’s (MCD) stock has fallen 7% while the S&P 500…
> Read MoreWe recently read someone’s take that the graph below decisively points to the “bond market…
> Read MoreAt the April 29th FOMC meeting, Cleveland Fed President Beth Hammack and two others (Logan…
> Read MoreAt the April 29th FOMC meeting, Cleveland Fed President Beth Hammack and two others (Logan…
> Read MoreWhen businesses have concerns about the economy, they often lay off or stop hiring temporary…
> Read MoreThe graph below shows that the US oil rig count has been slightly declining despite…
> Read MoreMichael Nicoletos wrote a thoughtful paper titled “The Index Trap,” making a compelling case that…
> Read MoreThe Treasury General Account (TGA) is effectively the US Treasury’s checking account held at the…
> Read MoreThe semiconductor leaderboard has quietly flipped over the past month, and the NVDA to CPU…
> Read MoreWednesday’s mega-cap tech earnings produced one of the cleaner real-time experiments we’ve seen this cycle….
> Read MorePresuming Kevin Warsh’s nomination as Fed Chair is approved by the Senate, as is widely…
> Read MoreThe relationship between Microsoft and OpenAI has been a defining partnership in the blooming AI…
> Read MoreThe Philadelphia Semiconductor Index (SOX) is on an incredible 18-day winning streak. Over this period,…
> Read MoreOn Thursday, the executives at Service Now (NOW) and IBM learned an important lesson the…
> Read MoreHaving just hit record highs following an historically impressive 13-day winning streak, stocks are susceptible…
> Read MoreOn Tuesday, Kevin Warsh appeared before the Senate for his nomination hearing for the Fed…
> Read MoreOur title above about Avis Budget Group (CAR) shares is a gross understatement. Since March…
> Read MoreSince the start of the year, the Philadelphia Semiconductor Sector Index (SOXX) is up 33%…
> Read MoreAs shown in the graph below, the University of Michigan’s consumer sentiment gauges tells us…
> Read MoreAllbirds, the sustainable sneaker company, has recently fallen on hard times, with revenue down by…
> Read MoreAllbirds, the sustainable sneaker company, has recently fallen on hard times, with revenue down by…
> Read MoreOn Monday, our Commentary, The Market Knows What You Don’t, shared an important lesson about…
> Read MoreDiana Choyleva wrote an excellent editorial for the Wall Street Journal entitled “The Iran War…
> Read MoreA battle is raging in the Halls of Congress between the banks and the crypto…
> Read MoreA client and friend asked us a timely question: “Why did we remove our hedge…
> Read MoreOn Wednesday, Delta Airlines announced it beat earnings expectations and, more importantly, its CEO maintained…
> Read MoreUpon hearing of the ceasefire, oil prices plummeted by nearly 20%, and the stock market…
> Read MoreBerkshire Hathaway now sits on $373 billion in Cash. They have enough to buy 480…
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