Market in Review 9/4/2024
MARKET REPORT (Unburdened by what has been) NYF District Day in Review: Today: (Kamalanomics: Govt-manipulated data with un-reported historic downward revisions to make the economy look more favorable): DATA: – July the number of job openings plunged sharply to 7.673 Million – the lowest since January 2021 – from a prior month unrevised June print […]
Market in Review 1/11/2024
MARKET REPORT Review: – Headline CPI rose 0.3% in Dec – 0.2% forecast, 0.1% prev in Nov – Annual rate rose 3.4% Y/Y – 3.2% forecast, prior 3.1% – likely see the Fed continue to push-back on market pricing for early rate cuts – money markets still price a 65% probability of a 25bps rate […]
