Powell Casts Pall on Wall Street April 25, 2022 Weekly Update elonmusk, fed, housing market, inflation, recession, Weekly Update, yield curve Please note: This update was prepared on Friday, April 22, 2022, prior to the market’s close. The zeitgeist is shifting. An abrupt end to federal mask mandates—provoking cheers (from some)—was just one sign. Airline stocks rallied after reporting robust expectations for future earnings. Not so for the stay-at-home darlings. Netflix and Shopify … Read Morekeyboard_arrow_right
Powell Casts Pall on Wall Street April 22, 2022 Weekly Update elonmusk, fed, housing market, inflation, recession, Weekly Update, yield curve The zeitgeist is shifting. An abrupt end to federal mask mandates—provoking cheers (from some)—was just one sign. Airline stocks rallied after reporting robust expectations for future earnings. Not so for the stay-at-home darlings. Netflix and Shopify saw their stocks hit hard as their businesses floundered; the same was true for Peloton and … Read Morekeyboard_arrow_right
‘Snake Eyes’—Inflation and Inversion—Rattle Markets April 11, 2022 Weekly Update elonmusk, fed, housing market, inflation, recession, Weekly Update, yield curve Please note: This update was prepared on Friday, April 8, 2022, prior to the market’s close. Wall Street was a-twitter this week. But eccentric billionaire Elon Musk’s aggressive play for a stake in social media giant Twitter (a move that earned Musk a seat on their board) and the stock’s 27% one-day … Read Morekeyboard_arrow_right
‘Snake Eyes’—Inflation and Inversion—Rattle Markets April 8, 2022 Weekly Update elonmusk, fed, housing market, inflation, recession, Weekly Update, yield curve Wall Street was a-twitter this week. But eccentric billionaire Elon Musk’s aggressive play for a stake in social media giant Twitter (a move that earned Musk a seat on their board) and the stock’s 27% one-day gain wasn’t the main topic of discussion. Instead, two big I’s drove the conversation: Inflation and … Read Morekeyboard_arrow_right
Torrential Rains and Market Gains September 7, 2021 Weekly Update economic recovery, housing market, inflation, jobs Please note: This update was prepared on Friday, September 3, 2021, before the market’s close. Maybe the economy isn’t recovering as fast as economists and policymakers believe. Job creation slowed dramatically in August, with just 235,000 new jobs created—a far cry from the 720,000 economists had anticipated and, we hope, not an … Read Morekeyboard_arrow_right
Infrastructure Lifts Investor Optimism June 28, 2021 Weekly Update federal reserve, housing market, inflation, infrastructure, manufacturing, real estate Please note: This update was prepared on Friday, June 25, 2021, before the market’s close. For about a second, infrastructure overshadowed inflation as the “I” word on investors’ minds. Lawmakers in Washington struck a tentative deal on Thursday to fund highways and bridges, build enhanced rail systems and expand high-speed internet access. … Read Morekeyboard_arrow_right