Starting from Hero, Got Nothing to Lose  Tracy Chapman’s return to the stage to perform her 1988 song “Fast Car” made major Grammy headlines this week. …

In the Playoffs Green Bay Packer fans are still riding the high of last weekend’s wild card win over the Dallas Cowboys, and rightfully so as …

Workhorse As we near the end of the year, only a few critical economic releases remain. With headline CPI inflation having cooled to 3.2% from 6.5% …

Going Once, Going Twice At first glance, the topic of this week’s blog may sound dry and like something that’s only interesting to economists or professors. …

Done and Dusted At least that’s what the market thinks when it comes to Fed hikes… and the result has been a blistering rally with the …

Nightmare on Rate Street It’s been hard to escape the headlines about mortgage rates hitting 8%, and even harder to escape conversations about the housing market, …

Put Me In, Coach Everybody loves an underdog, right? Or that player who sat the bench all season, who comes in during the playoffs, and has …

Wicked Witch of the Spread Oh my. Long-term Treasurys have had a rough autumn so far — the 10-year yield has risen roughly 70 basis points …

Paper Cuts The most recent peak in the S&P 500 occurred on July 31 at a closing level of 4,588. The index has fallen roughly 7% …

Can’t Hurry Doves Before this Fed meeting, the market had priced in a zero percent chance of an interest rate hike in September, and the market …

Economic data such as retail sales, consumer spending, and business inventories pointed to robust growth last month, and inflation data continued to look promising. In a …

Caught in a Riptide It’s been a while since international topics made regular headline appearances, but that might be changing. For the last year and a …

On the Margin Q2 earnings season is 93% complete as of the time of writing with an earnings per share (EPS) growth rate of -5.2% y/y, …

Can You Take Me High Enough? Those are lyrics from a song by the Damn Yankees, a group I know zero other songs from, but which …

Too Early or Too Wrong? It’s no secret that bears have found themselves on the wrong side of the market — and in many ways, the …

Back in the Hike Life The Federal Open Market Committee resumed rate hikes after a pause in June and raised the target rate by 25 basis …

In a month where growth data came in strong & inflation data came in cool, the Federal Reserve decided to hike rates and reiterated that future …

This or That? That’s how the lyrics of a 1991 hip hop song called, “The Choice is Yours” start off — and although the rest of …

Going Halfsies The second half of 2023 is underway, and another earnings season is fast approaching. The first half seems to have flown by, despite a …

The Federal Reserve decided not to hike rates at the June FOMC meeting, after hiking at every meeting since Jan 2022, though they indicated that two …

All Rise As we approach the midpoint of the year, and after a strong rally in parts of the market, an exploration of where things currently …

Battery Low It’s not new news that the Energy sector has had a rough go of it in 2023 — it’s currently the worst performing sector …

Globetrotting There’s been a decent amount of chatter lately about international economies, markets, and all of the possible effects they could have on U.S. markets. There’s …

Skinny Love For anyone not familiar with the band Bon Iver, let this be your introduction. The lead singer, Justin Vernon, was born in a small …

Supercore to the Rescue Each mini-milestone in the fight against inflation has the power to move markets in the short-term, but it’s the enduring trend that …

Hold for a Pause I’ll resist the urge to declare, “That’s all folks,” because we never can be sure — but it sounded to me like …

Starry-Eyed Surprise The theme this week is a tough one to figure out, so I’ll spell it out — these are all titles of songs that …

Whistle While You Wait Stop me if you’ve heard this before: Sentiment is bearish. Even some of the most bullish voices have turned down the volume. …

Seeping Out of the Balloon The latest Consumer Price Index (CPI) data showed a cooling in the headline number to 5.0% y/y from last month’s 6.0% …

Livin’ on a Prayer The next stop on the market news train is Q1 earnings season, which begins in earnest next week, and the industry group …