The Market Vs. The Fed: the Main Event
With the Fed and the Market in contention, which side will win?
A Year-End Rally?
Is the market defying gravity, or are there reasons to expect a year-end rally?
Will the Fed Ever Taper its Purchasing Program?
The Fed made no announcements about tapering purchasing programs at Jackson Hole. When will it finally happen? And how will markets react?
Earnings Season
Earnings Pop, Delta variant may be peaking, and conventional valuation metrics still extended
Is the Reflation Trade Starting to Deflate?
The Fed announced it is moving up the timetable for a rate increase from 2024 to 2023, sparking concerns that the Fed may be raising rates too soon.
End of the Beginning or Beginning of the End?
The ten year treasury is discussed as a Market Indicator, is Inflation a Flash in the Pan, and is the growth cycle fizzling out?