Very strong existing home sales reported this morning — the immediate reaction was for yields to tick up, and equities to head...
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I almost missed this earlier this week, and its on point to our prior discussion: The WSJ asked its readers: "Does the...
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As I have stated repeatedly, I do not buy this "One and Done" meme. This is the 3rd attempt at it — the first being last...
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Lots of jawboning out of the Fed these days. Instead of joining the list of pundits giving you their spin. Instead of joining that...
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I would be remiss if I failed to address yesterday’s CPI data, which can be described as tepid. And as you may have surmised, this...
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Today’s NFP data has the potential of being extremely significant to the market — more so than usual. Why? Blame Interest...
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Last week saw a hefty spike in interest rates. In particular, the 10 Year Bond got slammed, as rates climbed to 4.684%, levels not seen...
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I always find it curious when a good source of public data gets cancelled by an administrative source. Mass layoffs were the first...
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I recently did another Radio Economics interview with James Reese. We covered alot of the Alan Greenspan era, including -the Greenspan...
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On Wednesday morn, Doug Kass opined: Fundamentally Speaking The fundamental problems with the market run deep. We live in a world in...
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