The Fed strikes back against animal spirts and investors front-running the potential of a pivot. The Fed raised the overnight lending rate once again …
11. Ep. #11: The Fed Strikes Back and Hikes Rates Again Read More »
It was a jam-packed week with the FOMC rate decision and the first report on Q2 GDP. The bond market rallied after the Fed …
10. Ep. #10: The Fed Hikes but Mortgage Rates Drop Read More »
The June CPI data came in red hot on Wednesday. The Consumer Price Index, a measure of inflation, reported an increase of 9.1%, the …
9. Ep. #9: Red Hot Inflation is Cooking the Economy Read More »
Bond markets were already giving up a portion of the previous week’s big gains before a strong NFP Jobs Report sent the benchmark 10-year …
8. Ep. #8: Will Fed Rate Hikes Pop the Housing Bubble? Read More »
With the impact of 40-year high inflation potentially in the rearview mirror, in this week’s episode recorded July 01 2022, Jon discusses the looming …
