The Fed Joins the Party

September 6, 2024 The employment report for August was the icing on the cake.  The labor market continues to cool.  The Fed is going to lower the funds rate at its FOMC gathering on September 18.  It will most likely be a 0.25% cut to the 5.0-5.25% range.  But some...

Corporate Profits

August 29, 2024 Corporate profits from current production (corporate profits before tax with inventory valuation and capital consumption adjustments) rose by $57.6 billion in the second quarter which works out to an annualized rate of increase of 7.0% after after...

That Was Quick!

August 16, 2024 It looks increasingly likely that the market jitters earlier in the month were temporary and caused by a few weak data points combined with the unwinding of the Japanese yen carry trade being used to finance bond purchases in the U.S. and elsewhere. In...