Market in Review 5/29/2024

MARKET REPORT Review: – Treasury Yields spike leading to Equity sell off post government 7yr Auction flop – 10-yr yield tops key 4.5% level hitting 4.63% – concern Fed will hold IR higher longer Rate cut hopes decline – Surprising boost in US consumer confidence – Mixed bag of regional Fed survey data: – Richmond […]

Market in Review 4/10/2024

MARKET REPORT Review: – Every single CPI metric coming in hotter than expected – MoM Act 3.5% Mar vs 3.4% Exp Prev 3.2% Feb – Shelter and Gas main drivers – YoY Act 3.8% Mar vs 3.7% Exp Prev 3.8% – ““Anyone say HOT CPI PRINT TOMORROW!?!?!?”” Yest Mkt Report. “The so-called ‘Super-core’ CPI  measure […]

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