Stagflationary Winds Last week, HAI noted this author’s suspicion that inflation will not be the dominant driver of Fed policy. Instead, signs of a weakening [...]
[AP] Egypt media cite progress in truce talks as Israel downplays chances of end to war with Hamas [Yahoo/Bloomberg] Bond Market Parties On as Jobs Data Revive [...]
The Japanese yen (dollar/yen) traded Monday to 160.17, the first time above 160 since April 1990. The yen rallied to 154.54 after purported intervention. The [...]
[Reuters] Wall Street sharply higher on soft jobs data [Yahoo/Bloomberg] Yen Volatility Threatens to Derail One of the Year’s Best Trades [Yahoo/Bloomberg] [...]
Dovish Pivot to Melt-Up to Instability Disclaimer: Advisory services are offered by McAlvany Wealth Management, an investment adviser registered with [...]
[Yahoo/Bloomberg] Stocks Gain as Rates Relief Sets In: Markets Wrap [Reuters] Yen weakens, paring sharp rise after suspected intervention [Yahoo/Bloomberg] Yen [...]
[Yahoo/Bloomberg] Stocks Slide With Markets Bracing for Powell: Markets Wrap [Reuters] Dollar near five-month high ahead of Fed policy decision [...]
[Yahoo/Bloomberg] Stocks Set for Monthly Drop as Traders Await Fed: Markets Wrap [Yahoo/Bloomberg] Oil Recovers Near $83 With Focus on Middle East Cease-Fire [...]
[Yahoo/Bloomberg] Earnings Keep Stocks Aloft at Start of Fed Week: Markets Wrap [Yahoo/Bloomberg] Yen Rebounds Strongly After First Slide Past 160 Since 1990 [...]
[Yahoo/Bloomberg] Powell Is Poised to Keep Fed on Higher-for-Longer Path [Yahoo Finance] A Fed meeting, jobs report, and more Big Tech earnings: What to know [...]
We Are In It Now Since inflation data began picking up again in the first three months of the year, the drumbeat of higher-for-longer interest rate policy has [...]
[Reuters] Wall St Week Ahead Lofty US stocks leave investors punishing earnings disappointments [Reuters] US regulators seize troubled lender Republic First, [...]
