The Easing Campaign Begins – RIA
Written by Michael Lebowitz and Lance Roberts | Sep 19, 2024 | Daily Market CommentaryOn Wednesday, the Fed embarked on an easing campaign with a somewhat surprising 50 bps…
> Read MoreOn Wednesday, the Fed embarked on an easing campaign with a somewhat surprising 50 bps…
> Read MoreThe VIX Index, often called the “fear gauge,” measures implied market volatility based on S&P…
> Read MoreAs we share below, the market is betting on a 50 bps Fed rate cut…
> Read MoreDespite improving investor sentiment as the markets approach all-time highs, recent price action in the…
> Read MoreAs we share in the graph below, crude oil prices peaked at $95 a barrel…
> Read MoreThe Adobe Digital Price Index claims to use data from over one trillion online consumer…
> Read MoreYesrerday’s commentary answered a question from a reader about our thoughts on owning gold or…
> Read MoreThis past weekend, we received this question from a reader. The question is in reference…
> Read MoreHeading into last Friday’s BLS employment report, the Fed Funds futures market put equal odds…
> Read MoreA week ago, the BLS revised lower the number of employed persons by nearly 900,000….
> Read MoreNvidia faces legal woes as the Justice Department subpoenaed the company over antitrust concerns. This…
> Read More“The level of U.S. Treasury yields and the changing shape of the Treasury yield curve…
> Read MoreLike the meteorological seasons, share buybacks also follow predictable patterns. Accordingly, as shown below, we…
> Read MoreAt many quarter ends, the markets often exhibit unusual behavior. Moreover, the oddities leading up…
> Read MoreThe graph below shows the MBA average 30-year mortgage rate, with its year-over-year change below….
> Read MoreRecent surveys of labor sentiment point to potential problems. For instance, last week, we shared…
> Read MoreAmazon CEO Andy Jassy has been touting the benefits his company receives from AI. In…
> Read MoreOn Friday, Jerome Powell signaled that a September rate cut is highly likely, and the…
> Read MorePeter Schiff tweeted the following in regards to the Chicago Fed National Activity Index (CFNAI):…
> Read MoreThe Fed’s annual symposium in Jackson Hole, Wyoming, kicking off yesterday, will keep traders on…
> Read MoreIf you went off the grid for the last month and are just returning, you…
> Read MoreRecently, Kamala Harris proposed that if elected, she would implement a ban on price gouging…
> Read MoreOver the last year or so, crude oil and ten-year U.S. Treasury bond yields have…
> Read MoreWalmart’s earnings report gives investors hope that weakening retail spending trends may be ending. Walmart’s…
> Read MoreUnlike yesterday’s cooler-than-expected PPI report, CPI was right on the screws. As expected, CPI and…
> Read MoreThe Wall Street Journal shared an interesting investment strategy that Research Affiliates (RA) championed in…
> Read MoreThe graph below from Bianco Research shows a stunning change in sentiment among stock market…
> Read MoreStarting with a special video on Monday morning and our Daily Market Commentaries throughout the…
> Read MoreAccording to the latest JOLTs report from the BLS, the number of job hires has…
> Read MoreIf you want more evidence that the recent spate of intense volatility was related to…
> Read More