Search Results for: yield curve

The reflation trade is here because of the hope for a fiscal stimulus and therapeutics that allow the economy to fully reopen next year.

The Fed isn’t going to lock in when it will raise rates because the market already believes it that it won’t hike them soon.

The Fed has a few options to deal with the impact of the coronavirus once it reaches zero percent interest rates, but isn’t allowed to buy stocks.

The Fed is pressured to cut rates further in 2020 even though it previously stated it would wait to see the impact of its 2019 cuts before taking action.

A low percentage of consumers named the economy as the top issue. Could this be a contrarian indicator for financial markets?

This article reviews the multiple indicators sending conflicting signals. Investors see a global cyclical expansion in 2020, but is it already priced in?

This article discusses stock market performance following a weak manufacturing PMI and negative CEO sentiment, and Cass Freight Shipments growth.

CEO expectations for the next 6 months of economic growth are very low while the NBER is late to call recessions. So are we already in a recession?

Of all the news events in October it’s surprising that the cause of volatility was the ISM manufacturing report since it told us what we already knew.

The term “October surprise” is overused, but we thought it was apt here because politics, trade, earnings, economic news, and Fed policy will make news.