A Look Inside the Collapse of the Silicon Valley Bank
Silicon Valley Bank has collapsed. How did this happen? What are the possible consequences for its customers, other banks, and the larger financial system?
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Silicon Valley Bank has collapsed. How did this happen? What are the possible consequences for its customers, other banks, and the larger financial system?
Read MoreThrown for a loop. Early last week, Federal Reserve Chair Jerome Powell told Congress the Fed is committed to bringing inflation down to 2 percent.
Read MoreBarry Ritholtz shows one of his favorite charts that traces out the paths of historical bear markets:
Read MoreSibling discord. Stocks and bonds are two of the better-known asset classes in the family of potential investments.
Read MoreBloomberg’s Laura Curtis traces the path of supply chains over recent years and assesses their place in the inflation run-up.
Read MoreIs it good news or bad news? The answer depends on your perspective. Last week, we learned that:
Read MoreDomestic and international markets have had a strong beginning to 2023, with the S&P 500 rising over 6% in January, and developed international and emerging markets each gaining about 8% ...
Read MoreBrace for a bumpy ride. There were some unwelcome surprises in last week’s economic data that caused markets to reassess expectations for 2023.
Read MoreImage Source: http://www.fridaynewsletter.com. Last month the US hit the debt limit set by Congress, and the federal government began “extraordinary measures”
Read MoreThis time may be different...or it may not be. There has been a lot of speculation about how the Federal Reserve’s policies will affect the United ...
Read MoreWhat do Samuel Clemens (a.k.a. Mark Twain) and the current economic expansion have in common?
Read MoreWhen the Fed meets this week, it is expected to implement yet another rate hike, but only by a quarter of a percentage point.
Read MoreThe vicious cycle of inflation. Last week, we learned that pay increases at central banks in many parts of the world won’t keep pace with inflation.
Read MoreFourth Quarter 2022 Key Takeaways, 2022 was an ugly year for markets, but the 4th quarter at least provided a measure of relief that recovered losses to an extent.
Read MoreThe Markets “It’s hard to be a contrarian for very long these days because the consensus seems to change so quickly
Read MoreLast week the US hit the debt limit set by Congress, and the federal government began “extraordinary measures
Read MoreHave you ever wondered how numerous Roman structures have lasted for centuries?
Read MoreBullish or bearish? After last year’s geopolitical turmoil, economic malaise, and tumultuous stock market decline, many financial professionals
Read MorePredictions can make fools of us all, and while it’s way too early to argue that Blackrock’s declaration of an inevitable recession is wrong..
Read MoreIt’s being called the “Goldilocks” report. Last Friday, we learned that demand for workers in the United States remained strong in 2022.
Read MorePredictions are interesting to look at, and with the onset of 2023 comes analysts’ best guesses as to how the upcoming year will unfold.
Read MoreIt’s finally over. 2022 was a dismal year for financial markets. Major United States stock indices moved lower, trimming or eliminating the previous year’s gains.
Read MoreTesla is not having a good year…though if we zoom out a bit, the Tesla picture looks much better.
Read MoreWhat a year! In some ways, it feels as though we lived through several years in 2022.
Read MoreCore inflation, at over 6%, is still too high, and there’s general agreement among economists that the Fed is correct in raising interest rates as it seeks to ...
Read MoreWhat comes next? The U.S. stock market tends to be a forward-looking vehicle.
Read MoreThe S&P 500 jumped about 3% last Wednesday after Fed Chair Jerome Powell delivered remarks at the Brookings Institution.
Read MoreWhat will it take to slow this economy down? In 2001, railway workers slowed a runaway train in Ohio by latching a second engine to the back of the ...
Read MoreGoldman Sachs has issued a relatively upbeat view of the US economy in 2023, arguing that we are more likely than not to avoid a recession in 2023.
Read MoreThere was a shift in the winds of monetary policy. Last week, it became clear the Federal Reserve (Fed) had softened its hawkish stance.
Read More2022 has been a terrible year for investors, as equities have undergone a bear market and bonds have had their worst year in decades.
Read MoreThanksgiving and football go together like turkey and stuffing. For some families, though, this year may be more like a turducken, stuffed with American football and the sport ...
Read MoreThursday’s inflation report contained the good news that markets and the Fed were hoping for.
Read MoreLast week was remarkable for many reasons. One reason is that sky watchers around the world had an opportunity to see a total lunar eclipse.
Read MoreSome companies are doing better than others – a lot better. It’s earnings season; the time when companies share how well they performed during the previous quarter.
Read MoreSome companies are doing better than others – a lot better. It’s earnings season; the time when companies share how well they performed during the previous ...
Read MoreElon Musk recently expressed his concern that the Russian invasion of Ukraine may be leading the world down the path to nuclear war, and his belief that a ...
Read MoreMarkets turned – again. Markets continue to be volatile. Last week, stocks headed north. Nicholas Jasinski of Barron’s reported the change of direction reflected investors’ desire for the ...
Read MoreWe’re not there yet. Investors are understandably eager for the stock market to hit bottom. Some hoped it happened last week, but it did not.
Read MoreFriday’s unemployment report showed an economy that is starting to cool, but only slowly. The unemployment rate dipped to 3.5%, largely due to labor force shrinkage and a ...
Read MoreBah humbug! Last week, OPEC+, which includes the Organization of the Petroleum Exporting Countries and allied oil producers like Russia, chose to cut production by two million barrels ...
Read MoreThough many stocks have struggled this year, few have fallen as far as Meta, Facebook’s parent company:
Read MoreThe third quarter marked a change in attitude. So far, 2022 has been a tough year for investing. We’ve experienced an unusual phenomenon – the simultaneous decline of stock ...
Read MoreThird Quarter 2022 Key Takeaways. Markets again endured an ugly quarter, as equities slid once more into bear territory and bonds continued their historically poor performance.
Read MoreInflation isn’t just a United States problem—it also poses an enormous challenge to Europe. The European dilemma is particularly acute because Europe is also facing an ...
Read MoreCentral bank tightening sparked recession fears. Last week, the Federal Reserve (Fed) raised the federal funds rate for the fifth time this year. During 2022, the Fed has lifted ...
Read MoreThe Fed meets again this week, when it is expected to continue its rate hike regime in an effort to combat inflation.
Read MoreIt’s open to interpretation. Jackson Pollock was an action painter. He poured, dropped, and dripped paint onto horizontal canvases.
Read MoreFed Chair Jerome Powell’s August 26th speech at Jackson Hole made clear the Fed’s intention to bring inflation to heel, even at the cost of significant ...
Read MoreCentral banks are hawkish. Stocks popped higher, anyway. Last week, despite signs that inflation is slowing, U.S. Federal Reserve (Fed) officials emphasized their commitment to tightening monetary ...
Read MoreFed Chair Jerome Powell’s August 26th speech at Jackson Hole made clear the Fed’s intention to bring inflation to heel, even at the cost of significant ...
Read MoreYou may have heard this one: Don’t fight the Fed. The Fed is the Federal Reserve Bank of the United States.
Read MoreWe wrote last week about the extension of a $7,500 credit for new “clean” vehicles, noting the new requirement that such cars be built from minerals sourced or processed ...
Read MoreMarkets were tuned to the signals coming from Jackson Hole, Wyoming. During World War II, United States armed forces often relied on high-powered radio sets to communicate.
Read MoreThe Inflation Reduction Act that President Biden signed last week continued a $7,500 credit for various new electric cars, plug-in hybrids, and hydrogen fuel cell cars, but with strings ...
Read MoreIs this a bear market rally or a new bull market? Investment professionals are in the middle of a heated debate.
Read MorePresident Biden is expected to soon sign the Inflation Reduction Act that Congress passed last week.
Read MoreRally caps were waving. In recent weeks, investors have embraced the idea that economic data will persuade the Federal Reserve to slow the pace of rate hikes
Read MoreA diversified portfolio typically includes some degree of investment in emerging markets. Schwab’s quarterly chart book has a nice metric showing the relative appeal of foreign investments:
Read MoreThe strength of the United States economy continues to surprise. If you have ever been camping, you may have banked your campfire by covering the hot coals with ...
Read MoreThe Q2 2022 GDP report came in last week and GDP fell for the quarter, as it did in Q1 2022. Does this mean we’re in a recession? Officially, ...
Read MoreInvestors thought they heard a dovish note from the Federal Reserve and markets rallied. Last week, we learned from the Bureau of Economic Analysis (BEA) that economic growth ...
Read MoreThe COVID economy has been very unusual. We saw a sharp downturn in GDP and equities and a massive increase in unemployment...
Read MoreSecond Quarter 2022 Key Takeaways. When we looked back at the first quarter of 2022, we saw a quarter in which markets struggled, but the downturn could have been much ...
Read MoreA lot of people are worried that a recession may be in our future. Some think it may already be here. Unemployment is low (3.6 percent), and inflation is ...
Read MoreNobody is happy, but Americans are feeling more optimistic. Last week, headlines blasted the new inflation numbers.
Read MoreRising inflation is a bit like a child throwing a temper tantrum in the grocery store. The red-faced parent, in this case the U.S. Federal Reserve (Fed)...
Read MoreWith the S&P 500 in bear market territory and the Fed rapidly raising interest rates, it’s understandable to suggest that equities markets, by virtue of their ...
Read MoreThe first six months of 2022 have earned a place in history books. 2022 is likely to become part of the lore passed from generation to generation.
Read MoreLeuthold’s historical analysis of the S&P 500 provides a major note of concern. Bloomberg’s Lu Wang describes these bad-case scenarios outlined by Leuthold that show ...
Read MoreLast week, bad news was good news. Consumers were feeling blue in June, according to the University of Michigan Consumer Sentiment Survey.
Read More2022 has not been a good year for markets. This past week we finally entered bear market territory, as the S&P 500’s losses eclipsed the 20% mark.
Read MoreThe fight against inflation intensified. Last week, the Federal Reserve (Fed) delivered a message that it is serious about fighting inflation.
Read MoreThe personal income and outlays report issued by the Commerce Department at the end of May, as well as the recent strong jobs market report...
Read MoreInflation is proving to be far more tenacious than markets had hoped. The idea that inflation peaked in March was put to rest last week when the Consumer ...
Read MoreThe consumer price index report comes out Friday, and may provide a degree of clarity about the current path of inflation. One hopeful hint was found in the ...
Read MoreThe Markets How strong is the United States economy? That's the question investors were mulling after last week's jobs report. More jobs were created in May ...
Read MoreMarch 15, 2023
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