Markets Look Steady – But Here Are the Real Risks Now (Jobs, Rates, Oil, Earnings)
Markets Look Steady – But Here Are the Real Risks Now (Jobs, Rates, Oil, Earnings)
https://youtu.be/FjdswW6uEec • This week’s jobs data came in stronger than expected, suggesting the labor market is stabilizing rather than weakening, a positive sign for the overall economy.• The four-week moving […]
Good Things Ahead?
Good Things Ahead?
https://youtu.be/Rx087jGxvi0 • So far in the first trading days of the year, markets have gotten off to a strong start — U.S. stocks are up, international stocks are up, large […]
Embrace The Bubble
Will There Be A Santa Rally?
https://youtu.be/UcsIbNH3Ku0 • CPI came in exactly where the market expected it to be this week, and whenever that happens, the market is happy. • Year-over-year inflation is the lowest it’s […]
If Everything’s Great, Why Should We Worry?
Am I Confident Or Not?
https://youtu.be/VWoa-l0WI2k • Jobless claims, the Consumer Price Index (CPI), and consumer confidence came in this week, which surprised everybody. • Consumers were supposed to not be confident at all, and […]
We Are Now, Officially, On Bubble Watch
Unlimited Upside/Tolerable Downside
https://youtu.be/7CsoBPKQaD0 • We finally received the long-delayed jobs report after the government shutdown, and it came in far stronger than expected. That tells us the economy continues to show resilience. […]
The Shutdown Is Over! All Clear?
The Shutdown Is Over! All Clear?
https://youtu.be/tr9y6KGxhsc • The government shutdown appears to be ending, and despite it being the longest on record, the markets barely reacted. • Markets often “look ahead,” and because investors saw […]