As we construct this weekend’s macro-market Research Report, the February Personal Income & Expenditures (PCE) data has been released. No real surprises in the data, although the M/M headline PCE was slightly softer than economists forecast at .2% vs .3% estimates, for February 2024. I would be of the opinion markets already knew, and even if they didn’t, it should…
Through the first 4 days of the trading week, the S&P 500 (SPX) managed to gain 10 points; that’s...
A 4-week winning streak has come to an end for markets. As reported in last week’s Research Report, this...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
To suggest that the rally off of the October 27, 2023 low has been impressive probably does not do...
What Makes A Great Investor? Posted on July 12, 2018 by Andrew Thrasher, CMT There are many ideas to...
If you had anticipated a wild week via the FOMC rate announcement and press conference, you would have been...
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