Another Hike By Year End And No Cuts On The Horizon
Written by Michael Lebowitz and Lance Roberts | Sep 17, 2026 | Daily Market CommentaryThe Fed hiked by 25 basis points and alluded to another hike, as the market…
> Read MoreThe Fed hiked by 25 basis points and alluded to another hike, as the market…
> Read MoreOur title, “Fed Hikes,” is a bit presumptuous, but with Fed Funds futures assigning a…
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> Read MoreAt a speech Tuesday night at SMU, Treasury Secretary Scott Bessent threatened currency traders to…
> Read MoreFed Chairman Kevin Warsh’s recent Hawkish Pivot raises a troubling question: is he actually worried…
> Read MoreThe BLS reported that payrolls jumped by 162,000, more than tripling estimates of a 50,000…
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> Read MoreBecause Warsh doesn’t believe in forward guidance, Friday’s Jackson Hole speech may be the last…
> Read MoreTraditionally, the annual Jackson Hole Symposium is where the Fed Chair signals which economic forces…
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> Read MoreNvidia reported record fiscal second-quarter results Wednesday with revenue more than doubling year over year…
> Read MoreBitcoin peaked a year ago, hitting an all-time high of $126,210 in October 2025, and…
> Read MoreFamed investor Stanley Druckenmiller published a Wall Street Journal opinion piece (Let The Bond Market…
> Read MoreThe Treasury General Account (TGA) is Treasury’s cash balance held at the Federal Reserve. Its…
> Read MoreKevin Warsh delivers his first Jackson Hole speech as Fed Chair on Friday, August 28,…
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> Read MoreStarting December 6, 2026, Nasdaq will offer a trading session starting at 9 p.m. to…
> Read MoreThe U.S. Treasury announced yesterday that it will at least double its liquidity-supporting buyback operations…
> Read MoreCem Karsan is flagging August 21, the monthly options expiration (OPEX) date, as the setup…
> Read MoreLast week, we wrote two short articles within our Commentary summarizing Mark Zuckerberg’s new stance…
> Read MoreWe are swapping AVGO for AMD in the Equity Model.
> Read MoreFriday’s weak retail sales report did more damage to the hawkish case. Sales fell 0.6%…
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> Read MoreAccording to an article published Wednesday in The Wall Street Journal, more than 40 S&P…
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