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...
87 Views
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...
102 Views
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...
106 Views
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...
128 Views
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...
115 Views