Fed Funds Rate projections from CME Group adjusted from +.5% yesterday to +.25% today Silicon Valley Bank implodes and voila, the Fed Funds Rate projection dropped on cue. I will…
The banking sector is breaking down in relation to the S&P 500 [edit] SV Bank meltdown! Shows how closely I follow the news of the day. Obviously consistent with favored…
In line with this morning's payrolls report, which increased in job numbers, but showed easing in cost-push inflation (wage growth), gold is retaking some of its relational trends vs. cyclical…
Goldilocks is the term for a not too hot (inflationary) and not too cold (deflationary) economic backdrop. Within this we'd favor Tech and possibly Semiconductors * for their leadership over…