May 2023 — May 2023
May 19, 2023 • 22 minutes
Regardless of how the three bank failures of 2023 came to be and how people have thought about or processed those failures since they occurred, there are forward-looking questions that many are asking.
May 18, 2023 • 7 minutes
Welcome to DC Today, I am Trevor Cummings filling in for David Bahnsen.
May 17, 2023 • 9 minutes
So markets rallied hard today as both sides in this Biden/McCarthy negotiation assured listeners that a default won’t happen.
May 16, 2023 • 12 minutes
As for all that recession talk, estimates are still for a slightly up quarter in terms of real GDP growth for Q2, but with Q3 and Q4 being the likely entry period for GDP contraction.
May 15, 2023 • 12 minutes
Debt Ceiling, Housing Market, Strategic Petroleum Reserve and more
May 12, 2023 • 17 minutes
While “current conditions” are less interesting to me in the Dividend Cafe, various macro themes and long-term trends represent the focus of this weekly missive.
May 11, 2023 • 11 minutes
Interest rates all dropping and fed rate expectations in the futures markets strike me as the major market story of the day (and week).
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