Note From John Hussman
John Hussman publishes a monthly article commenting on the market, and he has a bit of a unique way [...]
Bank Bailout
The details of the Bank Term Funding Program (BTFP) were described in the press release by the Federal [...]
How Will Banking Dynamic Affect Fed’s Decision?
Professor Jeremy J. Siegel - Weekly Commentary This week we have the important Federal Reserve meeting on Wednesday, [...]
Market Reactions
Let’s begin with some market reactions to the SVB collapse. The 2-year Treasury yield saw its biggest one-day [...]
US Economy & Market Data
The ISM Services PMI report points to robust service sector activity in February. New orders grew at the [...]
What the Growth in “Financial Shenanigans” Says About the Current Economy
Corporate scandals often seem to appear around market peaks. In this short blog, Jesse Felder shows how rising [...]
US Economy – The Conference Board’s Leading Index
The Conference Board’s leading index declined again last month. Here are the drivers of the index [...]
The Bulls Are Betting on No Recession
The economic data has supported the bullish case of a “no landing” scenario. That scenario assumes the economy avoids a [...]
US Economy – Jobs Report
With over half a million jobs created, the January jobs report far surpassed economists’ expectations. The labor market [...]
Is The Fed Changing Its Tone?
As most observers expected, the Federal Reserve raised its benchmark lending rate by 25 basis points to a [...]