Market Insights

Making the economy, markets, and personal finance less complicated

  • Economics

    Why So Pessimistic?

    Apr 9, 2021

    Last Friday we learned that the economy added 916,000 jobs in the month of March – the most since August of last year. We also learned that unemployment fell t…

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  • Stock Market

    The Archegos Debacle

    Apr 5, 2021

    Over the past week or so there has been some unusual volatility in a handful of stocks, both US and Chinese. Media reports have attributed the volatility to fo…

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  • Economics

    More on Inflation

    Apr 1, 2021

    We hear all kinds of opinions on the inflation outlook. Some economists believe factors like globalization, technological advancements, and demographics will k…

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  • Economics

    Does the Fed Have Ulterior Motives?

    Mar 25, 2021

    The Fed has two Congressional mandates that are supposed to guide its monetary policy: 1) maximum employment, and 2) price stability. With regard to the employ…

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  • Fiscal PolicyMonetary Policy

    The Fed Is Keeping the Punch Bowl Full

    Mar 19, 2021

    I appeared on CNBC’s Power Lunch this Friday with Ron Insana, and Ron’s comments got me thinking. (As Ron tends to do – Ron’s insights are almost always useful…

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  • Investment Strategy

    After the Half: What I Didn’t Say on Halftime Report

    Mar 16, 2021

    Today on Halftime Report, the panel got into a heated discussion about the possibility of a correction. Scott Wapner asked me and I said I believe the market i…

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  • Stock Market

    The Evidence Continues To Mount

    Mar 15, 2021

    The much-publicized market trends continue to be reinforced. Since the yield on the 10-year Treasury bottomed out in August of last year at around 0.51%, that …

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  • Fiscal Policy

    Surge In Savings Increases Investor Risk

    Mar 4, 2021

    Last week we learned that Personal Income soared again in January as the federal government began sending out checks tied to the second round of COVID economic…

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  • Stock Market

    Just Another Head Fake?

    Feb 25, 2021

    Stock-market volatility appears to have returned with a vengeance over the past several days.  Though you wouldn't know it from looking at the daily closing le…

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