Jim E discusses disinflation and the recent CPI report that is causing market concern this week.
Author: Morgan Hood
The Jims discuss the divergence between Fed statements and Market expectations, and the debt ceiling.
Jim E and Morgan discuss technical indicators and corporate and muni debt issuance.
Jim discusses earnings reports, the bounce we’ve seen in fixed income, and a recent addition to most portfolios.
Jim and Morgan discuss market assumptions and several market reports.
Morgan discusses Q4 2022 and looks ahead to 2023.
Jim E and Morgan discuss market support/resistance, bond returns, and recent transactions in many of your accounts.
Jim K discusses the recent Fed action and market news, and the reaction from the market.
Jim E discusses market returns following earnings troughs and today’s inflation reading.
Jim and Jim discuss corporate earnings and the key factors that have driven the market in the past week.
