Given the shortened week following the Labor Day weekend, I'm going to keep my normally much longer market commentary to a minimum and let the charts tell the story of last week.
June 02, 2021
Tag: Musings
Total 282 Posts
Musings
“The balance of risks appears to be shifting.” — Jerome Powell, Jackson Hole August 22, 2025
In what is most certainly his final Jackson Hole appearance as Fed Chair, Jerome Powell delivered a speech that left market participants parsing every word. While he didn’t explicitly promise a rate cut, he
Since February economists have been predicting the declining trend in inflation the past several years to reverse higher due to the on-going trade war. That has not been the case. There are several reasons for this, starting with companies "front-loading" their inventory starting in December of last year to get
Despite another week of trade-war drama and soft economic data, the stock market rallied again last week. It seems nothing will stop the market from going up. This has emboldened more investors looking for ways to get higher returns out of their accounts by moving into areas they previously hadn't
From Euphoria to Uncertainty: Market Risks Return to the Spotlight
Stocks kicked off last week at record highs, fueled by optimism that the four key risks SEM outlined in our latest quarterly update—Trade War, Economic Slowdown, Debt & Deficit, and Geopolitical Conflict—were finally fading from the headlines.
That