FOMC statement May 2022 meeting Although overall economic activity edged down in the first quarter, household spending and business fixed investment remained strong. Job gains have been robust in recent…
A look at what fed fund futures are forecasting When it comes to the Fed, the focus is far-too-often on the upcoming meeting and not enough on subsequent meetings and…
$8 gas today is boosting power prices as well It’s hard to believe we’re seeing $8 US natural gas. Henry Hub pricing hit a new high today and you have…
A look at commentary from home builders and reno stores Interest rates are a powerful tool and they’re on a collision course with the red hot US housing market. A…
Earnings-per-share beat. Revenues short of expectations Meta is out with the earnings and EPS beat expectations but revenues miss: earnings-per-share come in at $2.72 versus $2.56 estimate revenues at 27.91…
But How Far Do We Have To Go? Deleverage now or deleverage later The dirty little secret of global financial markets is leverage and the role it plays in, well,…
It’s No Longer About Inflation, It’s About Growth The narrative is shifting and understanding it is critical The US dollar is at the highest levels since the dawn of the…
Highlights of the minutes of the March 15-16, 2022 FOMC meeting ‘Many’ Participants Noted They Would Have Preferred A 50 Bps Hike – Minutes The Federal Reserve hiked rates by…
The Full Statement From The March 2022 FOMC Rate Decision The FOMC raises the target rate by 25 basis points to 0.25% to 0.50% Federal Reserve issues FOMC statement For…
