Stealth QE Or Routine QT? Unpacking Recent Fed Activity
Written by Michael Lebowitz and Lance Roberts | May 12, 2025 | Daily Market CommentaryTweets like the one we share below allude that the Fed is doing stealth QE,…
> Read MoreTweets like the one we share below allude that the Fed is doing stealth QE,…
> Read MoreThe concepts of “smart money” versus “dumb money” refer to the level of investors’ information…
> Read More“BREAKING: Treasury Secretary Scott Bessent says he will meet with Chinese officials in Switzerland to…
> Read MoreThis past weekend, OPEC, led by Saudi Arabia, announced it would increase production by 411k…
> Read MoreAn email from a reader of ours led with the title “PCE is quite confusing.”…
> Read MoreJapan holds over $1 trillion of US Treasury securities, making it the largest sovereign holder…
> Read MoreThis past week, two lower-cost food and beverage retailers posted earnings, which conveyed the underlying…
> Read MoreThe headlines below lead some to believe the shelves in our stores will soon be…
> Read MoreAccording to Bloomberg, Yale University could sell as much as $6 billion of its private…
> Read MoreThe Zweig Breadth Thrust, a rare technical indicator, triggered a bullish signal on Friday. The…
> Read MoreThe Fed removed its handcuffs on banks, allowing them greater flexibility to trade and hold…
> Read MoreDespite a growing chorus of pundits claiming the “death of the dollar” is imminent, Treasury…
> Read MoreMonday’s Commentary started: On Truth Social, President Trump stated, “Powell’s Termination Can’t Come Fast Enough!”…
> Read MoreSince the start of the year, the S&P 500 is down over 10% and nearly…
> Read MoreEconomic and inflation forecasts have a highly significant impact on treasury bond yields. Therefore, one…
> Read MoreOn Truth Social, President Trump stated, “Powell’s Termination Can’t Come Fast Enough!” His comment, posted…
> Read MoreRecent consumer sentiment readings have been horrendous. For instance, the University of Michigan’s latest consumer…
> Read MoreThe chart below, courtesy of JP Morgan Asset Management, highlights how much the US relies…
> Read MoreDespite, or actually because of, the recent market turmoil, many large banks and brokers reported…
> Read MoreRecently, we have seen claims that the “collapsing” dollar will cause inflation. While a weaker…
> Read MoreThe S&P 500 surged 8.5% off its lows on Wednesday as the administration announced a…
> Read MoreWhat is up with the bond market? Many rumors are floating around. For instance, some…
> Read MoreFor those of you with bearish nightmares, we share one important takeaway from Monday’s market…
> Read MoreIs a recession coming? That is the billion-dollar question investors now face. One gauge to…
> Read MoreWhile stagflation fears grip the market and make headlines, the bond market appears more concerned…
> Read MoreHeading into April 2nd, investors were under the impression that Trump’s goal was to set…
> Read MoreOver the past few weeks, we have discussed the sharp jump in the trade deficit…
> Read MoreYesterday’s Commentary discussed the vast divergence in the economic sentiment of Democrats versus Republicans. In…
> Read MoreStocks are hitting the skids as April 2nd, or Liberation Day, quickly approaches. Investors are…
> Read MoreIt wasn’t that long ago that used car prices were soaring as the production of…
> Read More