Interest rates keep rising Incoming inflation data has been hotter than expected; forward markets are now pricing another 75bps increase from the Fed (25 bps…
Victor Adair26 February 2023
Key Turn Date - February 2, 2023 - The Fed Will Be Higher For Longer The market was "Fighting the Fed" for the past couple…
Victor Adair11 February 2023
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
The Anti-dollar trade Last week I wrote: Gold bugs have believed for years that gold is the original Anti-dollar, but lately, the Euro currency has…
Victor Adair22 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