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Michael Kramer
Markets May Have Miscalculated The U.S. Federal Reserve By Michael Kramer - Aug 05, 2022

Following FOMC meeting, markets have been pricing a kinder Fed But Fed governors and board members have been pushing back May turn out that markets have made a massive miscalculation The pivot to a...

Mike Zaccardi, CFA, CMT
Retail Earnings In Focus As Kids Return To The Classroom By Mike Zaccardi, CFA, CMT - Aug 03, 2022

Back-to-school shopping season underway Another record year of spending expected Consumer Discretionary sector performed best since the market low The back-to-school shopping season is in full swing...

Michael Ashton
Weekly Inflation Outlook: What Labels Matter By Michael Ashton - Aug 01, 2022

The debate over whether we are in a recession is not material to monetary policy or market action. Another term that is broadly agreed upon, but even less useful, is the Non-Accelerating Inflation...

Michael Kramer
U.S. Markets Entering Self-Defeating Feedback Loop By Michael Kramer - Jul 29, 2022

The markets may be entering a vicious feedback loop that could prove self-defeating. In recent weeks, expectations of an economic slowdown have led many commodities to decline, leading inflation...

Alexandre Lores
Are Recession Fears Making Things Worse? By Alexandre Lores - Jul 26, 2022

Here is a relevant question about the U.S. economy no one is asking:What if companies, who are cutting expenses by laying off employees, in preparation for an economic downturn are in fact causing the...

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