Thoughts on Richard Clarida as Fed Vice Chairman
President Trump took a further step toward shaping the Federal Reserve with his nomination of Richard Clarida to be Fed Vice Chairman (the...
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U.S. Inflation Pickup Is More Than Just Base Effects (March CPI Analysis)
Core CPI prices rose 0.2% in March, as expected, which raised the year-over-year core CPI inflation rate to 2.1% from 1.8%. Owners’ equivalent rent...
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10yr Yield Fade Approaching 2.65% Reversal Target with Safe Haven and Growth Undercurrents
The US 10yr yield fade call from the 2.95% region is nearing our targeted 2.65% level. We recently lifted the lower wedge target to 2.70% on a pure...
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S&P Trap Door Support Break
S&P roll pointsOur base case from S&P 2,800 revolved around a C wave decline to break the early February lows with a pivot level at S&P...
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Next Fade Trade in Tech
In our macro weekend edition we outlined a tactical bounce level from S&P 2,600-2,590.S&P - 2,660 was sliced through but the primary...
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