Jim E discusses disinflation and the recent CPI report that is causing market concern this week.
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.
Jim K looks back at 2022 and looks ahead at 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.