Sitemap - 2023 - Early Morning with Dave
Bond-Bullion Barbell Springs Back to Life!
You Don't Mess Around With JIM: Japan, India and Mexico
How Does “Buy Now, Pay Later” Translate Into “Consumer Resilience”?
Gaping “Twin Deficits” Leave Me More Bullish on Precious Metals
Watch Bond Yields Melt Further in the Coming Year
Beware Once Again of the Barron's Front Cover!
China Stimulus Fails to Refresh Market Rally
Fed's Nominal Growth Forecast Smacks of Recession
Deep Pockets of Deflation in That CPI Report
Q4 GDP Growth Grips a "1-Handle"
Were Nonfarm Payrolls Really +199k in November? Try -130k
Corporate Credit Outlook Deteriorates
BoJ Looks Set to Shift Out of Its Negative-Rates Policy
Stock Market Internals Are in Pretty Rough Shape
Some More Soothing Inflation News
Markets Now Sniffing Out a March Rate Cut!
Claims Data Showing Some Cracks In the Jobs Market
Treasury Market Crawls Out of YTD Negative Return Territory
Sexy Equities Get All The Attention...
The Bull Market in Complacency
VIX Sags to January 2020 Levels (Complacency!)
Treasury Market Moves Out of the Loss Column for 2023
2024 Story Is About Policy Lags and No More Fiscal Support
More Signs of a Credit Contraction in Full Force
Fed Is Done, First Cut Set for May or Sooner
Slump in Seasonal Hirings Portends a Soft Holiday Shopping Period
All Quiet to Start off a Hectic Week
China and Oil Price Dealing Double Disinflationary Hand
Weak China Exports Point to Slumping Global Demand
Knee-Jerk Reaction in the Stock Market
An Equity Market Bounce to be Rented, Not Owned
Markets Glow in the Aftermath of the Fed
Why the 4.9% GDP Print in Q3 Was “Fake News”
Soaring Bond Yields Undercut New-Issue Activity
Interest Rates Starting to Bite
When Ackman Talks, Bonds Listen (As In, Cover Those Shorts)
Huge Divergences in the Economy and the Markets
Bonds Doing the Fed's "Dirty Work"
Weakness in Corporate Earnings Starts to Show
Relative Risk-Reward Favors Bonds Over Stocks
Consumer Back in Focus with Today’s Retail Sales Report
Global Stocks and Bonds Wobble Into the Week
"Insecure Overachiever" Fed Officials Spur Tentative "Risk On" Move Ahead of U.S. CPI
Bond Bid Holds Up as Fedspeak and Market Commentary Softens
Cracks Finally Emerge in the Credit Markets
NFP Takes Center Stage, Will it Help the Hawks or Doves?
The Fed Has Really Screwed Things Up
Recession Has Hit Real Incomes, Spending Will Come Next
Nominal GDI Growth at 3.7% Is the Lowest Since 2020Q4
Better Market Tone to Close the Week
The Fed is Getting What It Wants in Financial Markets
Will "Higher for Longer" End up Being "Transitory?"
Stocks and Bonds Rain on Powell’s Soft Landing Parade
Equity Market at a Critical Threshold
Canadian CPI Blip Way Overblown
Serious Economic Headwinds Coming
Hawkish FT Rates Article Catches the Eyes of the Bond Market
Look Out for a Soft Retail Sales Report...
Oil Price Enjoys the "Golden Cross"
Workers May Be Going On Strike, But So Are Consumers
Did John Williams Just Pull a Richard Clarida?
Housing Activity Remains Depressed
Oil, the U.S. Dollar and Bond Yields
September Seasonals Not the Only Thing to Worry About
Nonfarm Payrolls On Their Way (It's a Fugazi!)
Hot CPI Data in Europe Puts ECB Back Into Play
Unsettling European Inflation Data Upset the Bond Market Apple Cart
Consumer Credit Card Delinquencies Rise Ahead of the Unemployment Rate
Beijing Focuses on the Stock Market Instead of the Property Market