Wednesday, February 28, 2024

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...

How stocks may be signaling slower growth

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Even before today's market tumble, stocks seemed to be dismissing good economic news. Most of the U.S. numbers, after all, have impressed recently. Measures of...

Get Ready for the Dog Days of Summer

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The S&P 500 inched higher last week as tech and transports bounced. Still it was the tightest range of the year.

Don’s Notebook May 23, 2018

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New homes have been one of the strongest areas of the economy, however today's April New Homes Sales Report is expected to show a...

Power-charting the Selloff in Bonds

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There's a growing consensus interest rates may be headed higher, which means bond prices may be headed lower. The idea went mainstream a month ago...
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