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Daily Market (23)

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Daily Market

When the Yield Curve Plays Teeter-Totter

Yield curves don’t lie—until they do. What this week’s strange flattening is signaling.
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Daily Market

Stop Chasing Numbers–Start Understanding Them

A closer look at CPI, sticky services inflation, and why the Fed may be powerless against insurance-driven price hikes.
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Daily Market

Jobs, Inflation, and the Fed’s No-Win Game

AI efficiency, tariff uncertainty, and BLS revisions put jobs in the spotlight.
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Daily Market

Tastes Like Chicken: The Messy Truth About Monthly Jobs Data

The truth about employment data: estimates, adjustments, and a whole lot of math.
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Daily Market

Antibiotics For A Viral Economic Problem

2019 déjà vu: Fed cuts couldn’t fix a trade-war hiring slowdown then–and won’t now.
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Daily Market

Margin Pressure: The Unhealthy Diet of EPS Growth

Why margin compression is Wall Street’s biggest under-the-radar risk
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Daily Market

The Fed’s Impossible Choice

JOLTS crosses, Beige Book cools: the Fed’s dual mandate is getting shredded in real time
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Daily Market

Mortgages, Term Premium, and the Bond Market’s Mood Swings

A market-savvy breakdown of term premium, the 10-year yield, and what rising uncertainty means for investors.
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Daily Market

From Ugly Duckling to Swan: Gold’s Unexpected Glow-Up

Gold is up 75% since 2023, outpacing the S&P 500—does this underdog have more steam left?
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Daily Market

The Season May Change, But the Market’s Thirst for Lower Rates Doesn’t

Stocks end August strong, but September’s seasonal weakness and Fed policy uncertainty loom.
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