FOMO Alert! The Nasdaq had its highest weekly close yesterday since September, up ~13% from the 27-month lows made last October. This week's close was…
Victor Adair29 January 2023
Markets are expecting the Fed to cut rates this year, but the Fed says, "Don't count on that." This is the current SOFR (Secured Overnight…
Victor Adair15 January 2023
"What's the Fed going to do?" was the Big Question in 2022, but it won't be the Big Question in 2023 The Fed raised short-term…
Victor Adair8 January 2023
The Financial Times: Global Stock and bond markets lost more than $30T in 2022 The S+P more than doubled (up ~120%) from the Covid Panic…
Victor Adair31 December 2022
Market sentiment: the Big Question has changed For the past several months, the Big Question has been, "When will we get Peak Fed?" The sentiment…
Victor Adair18 December 2022
Crude oil and gasoline prices hit 12-month lows WTI, Brent, and Nymex gasoline front-month futures traded at their lowest prices in twelve months this week.…
Victor Adair11 December 2022
Markets react to a "slowing" Fed Leading up to Powell's scheduled Wednesday speech, some market participants were likely positioned for a re-appearance of "tough-guy" Powell…
Victor Adair4 December 2022