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Fed Speaker, Flash PMIs
Listen now (7 mins) | Stocks sold off yesterday on ‘higher for longer’ Fed fears, with little on the calendar today to change the narrative…
9
Fed Hawks Sow Fears
Listen now (10 mins) | Fears of a “higher for longer” Fed are weighing on markets again and may in fact be peaking…
4
Fed Day
Listen now (7 mins) | The Fed is likely to keep its key policy rate unchanged, leaving investors to parse statement language and Powell comments…
Housing Starts, Japan Trade Balance
Listen now (6 mins) | Instacart has its long-awaited IPO today, which may return some excitement about growth stocks, if only temporarily…
Contrarian Investing Primer With Phil Pecsok, Anacapa Advisors
Listen now (49 mins) | His lessons on the virtues of contrarian investing, from 30 years on Wall Street
2
Central Bank Week
Listen now (6 mins) | Bonds are selling off as investors focus on the Fed interest rate decision on Wednesday…
Michigan Consumer Sentiment, Economic Data Dump
Listen now (6 mins) | Worrisome signs from the US travel industry as oil prices top $90/barrel for the first time in a year…
Producer Prices, Retail Sales
Listen now (5 mins) | Stock index futures are pointing to gains ahead of a data dump at 0830…
Inflation Day
Listen now (7 mins) | Stock index futures are quiet ahead of the CPI print at 0830…
2
Apple 'Wonderlust', Tesla, and Risk Appetite
Listen now (6 mins) | Stock futures are muted a day after a Tesla-fueled rally that perhaps speaks to a prevalence of risk appetite…
Fed Pivot Hope-ium, China Loan Growth
Listen now (8 mins) | Stock futures are rising on reports of a more dovish Fed and encouraging loan growth data out of China…
Inflation Narrative Cont’d
Listen now (6 mins) | Futures are pretty quiet after a day of renewed selling of stocks, with nothing on the calendar that could provide a catalyst to…
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