Wall Street talks itself into a recession. We check the data.
The S&P 500 has declined ~20% from the January 2022 high.
May16-20, 2022
Rising rates sink stocks, so we examine the evolution of the 10-year T-Note's yield.
Market endures a brutal retest of recent lows after Powell tees up 50-bp for May.
Did I get anything right over the past year?
As hot inflation cools the market, we wonder if a pattern is forming.
Budget retailers are rallying, so we explore the consumer staples sector.
(No, this is not an April Fool's joke.)
We highlight the rally in LNG and steel stocks.
The market confirms a double bottom.
The invasion of Ukraine enters a critical 3-week period.