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Philly Fed Slowdown In The Service Sector
As we have discussed for the better part of the year, the national and Fed manufacturing surveys...
Is Goldman Sachs Selling At The Top?
Goldman Sach’s announced that it is selling its Personal Financial Management Unit. The group...
The Magnificent Seven Have Not Been So Magnificent Lately
Since the start of the year, the magnificent seven have led the stock market’s charge higher....
Will China Sell U.S. Bonds?
U.S. Treasury yields have been rising recently on varied concerns. One such worry is that China...
The Big Short Part 2 Isn’t So Big
This commentary did not get emailed out yesterday, please accept our apologies. The data has been...
No Credit Crunch For Corporate Bonds
Monday’s Daily Commentary highlighted four factors that could lead to a credit crunch in the...
Mortgage Credit Crunch In The Pipeline
Jaret Seiberg of Cowen & Co. wrote an interesting report pointing to the potential of a credit...
The CPI Inflation Number Is Better Than Feared
Year-over-year CPI increased to 3.2% in July from 3.0% in June, ending the streak of 12 consecutive...
Is Volatility Awakening?
The VIX volatility index calculates how much the options markets imply the S&P 500 will move...