Feb 28, 2023
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(2/28/23) Monday's markets closed positive, but barely; consumer
confidence is low but improving. The difference between stocks &
bonds and yields: Stocks do not pay yields. Analysts still expect
current markets to be in a...
Feb 28, 2023
(2/28/23) Markets achieved a rally of sorts on Monday, closing slightly higher and setting the stage for a rally into March, the weaker month in a seasonably strong period. Month-end and end-of-quarter window dressing will play a role in market maneuvers. We see a bit more consolidation still ahead, as markets deal with...
Feb 27, 2023
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(2/27/23) Markets are oversold; expectations for a sellable rally;
futures now predict a terminal Fed rate of 5.4%; speculative
attitudes are returning to the markets; messages from the
Yield Curve: A history and practical...
Feb 27, 2023
(2/27/23) Our concern about market prices and sell signal triggers came to fruition during last week's sell off on a realization that higher interest rates are beginning to hit, and the Fed is planning further rate hikes. Futures for the Terminal Rate are now betting on a 5.4% ceiling, and the odds for a 50-bp rate...
Feb 24, 2023
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(2/24/23) It's "Go Texas Day," with boot-buying tips for the
uninitiated; The Fed's target rate has risen to north of 5%: Be
prepared to "call an audible." The good news about higher interest
rates: Better yields on bonds....