
30 2024 November
I am thankful for tame inflation data
In this holiday shortened week, we saw several important events occur that influence the bond markets and interest rates. Early in the week, President-elect Trump made...
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23 2024 November
The Market Has Rose-Colored Glasses
Forgive sounding like a broken record from last week’s post: With stocks and crypto markets reaching all-time highs this week, it feels like the economy...
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16 2024 November
What’s a replacement?
The stock and crypto markets are plowing ahead up and up and up. This is likely due to the expectation of easing regulations and tax burdens...
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09 2024 November
Election is over… Finally!
Whether or not your candidates won or lost, Americans everywhere can breathe a sigh of relief to the end of constant robocalls and text messages....
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02 2024 November
‘Tis the Season for Seasonal Adjustments.
A visit to my local Lowe’s home improvement store showed the dwindling supply of ghosts and ghoulies being overtaken by the cheery and rosy faces...
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26 2024 October
Everything that happens before an election is about the election.
This week saw little in the way of real economic reporting that would influence mortgage rates. The looming national U.S. election in less than two...
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19 2024 October
Retail sales strong, but for how long?
This week was a slower news week, allowing the interest rate markets to find a stable level to hold. Rates followed suit and were relatively flat...
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12 2024 October
Inflation is back in the crosshairs.
I wanted to begin by sending thoughts and prayers to the Southeastern US, which has had a rough two weeks with hurricanes Helene and Milton....
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05 2024 October
Jobs report shocks the market.
This week has been a wild ride after several important economic reports. The recent trend of economically bad employment data was abruptly halted by a blockbuster...
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