Feb 2024 — Feb 2024
Feb 21, 2024 • 7 minutes
The Fed minutes released today showed broad agreement in the need for more confidence for inflation moving to a sustained 2% target before decreasing rates
Feb 20, 2024 • 11 minutes
There is nothing – nothing – more concerning in markets than how optimistic everything is in terms of investor sentiment.
Feb 16, 2024 • 27 minutes
This week we cover some inflation/deflation vocabulary, even bringing back vital words like velocity and Japanification.
Feb 15, 2024 • 8 minutes
A consistently positive trading day in markets from start to finish
Feb 14, 2024 • 9 minutes
A more productive day in markets today following yesterday's sell-off, with the SP500 regaining the 5,000 level and bond yields, giving some of yesterday's backup rates.
Feb 13, 2024 • 9 minutes
We did come off the intra-day lows heading into the close, but a lot of this move felt overdone to me (both in yields and stocks.
Feb 12, 2024 • 12 minutes
The Dividend Cafe on Friday looked at the relevance of work to our understanding of economics.
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