Wednesday, May 1, 2024

Don’s Notebook March 27, 2018

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Case-Shiller data are likely to highlight the strength of home appreciation, which is a less publicized factor behind what have been robust levels of...
Podcast: A Fear Bubble Is Deflating in the Stock Market

Podcast: The U.S. Consumer Is Getting Stronger

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This podcast reviews how strong consumer data may reduce dangers of a looming U.S. recession. It also breaks down how the industry is undergoing...
From Hawk to Dove: How the Fed Learned to Stop Worrying and Love Rate Cuts

From Hawk to Dove: How the Fed Learned to Stop Worrying and Love Rate...

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Today's the Fed's big day. After nine months of hints, the central bank is expected to cut interest rates for the first time since the...

No More Inflation? Lumber, Oil and Copper Prices Fall as the Fed Gets Hawkish

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Inflation was a major story this spring as lumber and used cars spiked in value. Now the trend seems to be fading as the...

May Is Bringing a Wave of Good News About the Coronavirus Pandemic

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From falling cases to fewer social restrictions, there's all kinds of good news about coronavirus this month. While the pandemic has been easing since winter,...

Goldilocks Silences Jerome Powell

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Fairy tales keep coming true in the U.S. economy. Most people know the classic story of Goldilocks describing the porridge of the Three Bears: Not...
Are Inflation Stars Lining up for Leisure Stocks?

Are Inflation Stars Lining Up for Leisure Stocks?

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Something unusual is happening with prices, and it's become good news for certain companies this year. Inflation data from the government shows the price of...

Stocks Cross the Line Into ‘Bear Market’ as Inflation Worries Peak Before Pivotal Fed...

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Wall Street fell into a "bear market" on Monday as inflation worries inflicted broad damage across the S&P 500. Consider these facts about the selloff: The...

Attention Fed Watchers: 4 Reasons Why April’s Inflation Report Could Be Good News

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Consumer prices rose 4.9 percent in April, which could be good news for investors worried about inflation and the Federal Reserve. The reading was below...

Massive Rotation Underway as Optimism Spreads

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Some people may confuse energy and utility stocks, but they're not likely to make that mistake right now. Energy's up 4.5% in the last week,...
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