Not So Fast!

Not So Fast! The rate cut train was building momentum when a strong 2Q GDP report hit and stopped that train in its tracks. The stock market was already on edge as the early earnings reports, including the tech sector, have either not been up to par, or simply failed to impress. The earnings bar […]
READ POST

Sugar High? | July 30, 2022

Sugar High? The stock market rallied as the Fed said we have reached the neutral rate. Markets are already anticipating a reversal of rate increases as stocks and bonds rallied. It’s as if the recession has been cancelled, or maybe it’s over before we knew it was here. But the Fed emphasized that it is […]
READ POST