Jim K reviews the Inverted Yield Curve and discusses what will be needed for the support at 3800 to stay in tact.
Jim E and Morgan discuss earnings and risk premium vs. treasury yields.
Morgan discusses the next Fed meeting and takes a look at the inverted yield curve.
Jim E discusses disinflation and the recent CPI report that is causing market concern this week.
Jim K discusses the market’s trend line and how Fed actions may either change or confirm its path.
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.