Jan 2023 — Feb 2023
Feb 8, 2023 • 11 minutes
Here with you today on this down day in markets following yesterday’s unconvincing Fed-led rally.
Feb 7, 2023 • 9 minutes
Lots of chatter from Fed Governors these days with Kashkari saying we need higher rates for longer, Bostic in Atlanta saying January’s jobs report speaks to another rate hike.
Feb 6, 2023 • 12 minutes
What is the real situation there in terms of what to expect for jobs going forward this year?
Feb 3, 2023 • 31 minutes
Today is a re-hash of the greater macroeconomic view that I believe properly frames our perspective at The Bahnsen Group.
Feb 2, 2023 • 8 minutes
The day after Fed Day saw markets rally more, mostly in the tech and consumer spaces, with energy and health care lagging.
Feb 1, 2023 • 8 minutes
So the Fed today increased the Fed Funds Rate by 25 basis points (a quarter of a percentage point), as expected.
Jan 31, 2023 • 7 minutes
We rallied going into a Fed Day which is interesting, but it also is the last day of the month and much of the rally was indexes buying into the close.
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