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Does The Fed Actually “Set” Rates?

Continue reading “Does The Fed Actually “Set” Rates?”
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More Upside Surprises and Upward Revisions

Continue reading “More Upside Surprises and Upward Revisions”
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Economic Signs Continue To Be Positive

Continue reading “Economic Signs Continue To Be Positive”
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The “Market” Is Not Uniform

Continue reading “The “Market” Is Not Uniform”
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More Good News…Truck Tonnage Rises

Continue reading “More Good News…Truck Tonnage Rises”
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Retail Sales Higher, Past Reports Revised higher

Continue reading “Retail Sales Higher, Past Reports Revised higher”
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Pessimism and Fundamentals Continue Their Mismatch

Continue reading “Pessimism and Fundamentals Continue Their Mismatch”
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New Orders & Retail Sales Motor Vehicle & Parts vs Lt Weight Vehicle SAAR and the Manheim Index All Positive

Continue reading “New Orders & Retail Sales Motor Vehicle & Parts vs Lt Weight Vehicle SAAR and the Manheim Index All Positive”
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Why Are We Continuing To Raid The SPR?

Continue reading “Why Are We Continuing To Raid The SPR?”
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PRESTO! Now It’s A Bull Market

Continue reading “PRESTO! Now It’s A Bull Market”
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10yr to Continue Rising?

Continue reading “10yr to Continue Rising?”
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The Great Myth: Oil vs Inflation

Continue reading “The Great Myth: Oil vs Inflation”
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Pessimism Still Rising

Continue reading “Pessimism Still Rising”
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The Disconnect

Continue reading “The Disconnect”
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The SPR Drain Resumes….43% Gone

Continue reading “The SPR Drain Resumes….43% Gone”