Dec 2023 — Dec 2023
Dec 13, 2023 • 10 minutes
This may have been the least anticipated Fed Day in nearly two years, with the futures market serving up a 100% chance of no rate change ever since the last Fed meeting.
Dec 12, 2023 • 9 minutes
A positive dynamic we have spoken about for years but particularly post the Russia/Ukraine conflict continues to play out in energy markets.
Dec 11, 2023 • 14 minutes
Greetings from 29 degree Grand Rapids, Michigan, where I have had a day of meetings and recordings and give two different speeches in two different Michigan cities tomorrow.
Dec 8, 2023 • 27 minutes
I simply had three “mini” topics I wanted to address instead of one “mega” topic.
Dec 7, 2023 • 9 minutes
Higher rates just haven’t bit as hard as years past with such a prolonged low rate refinancing period the years preceding it.
Dec 6, 2023 • 8 minutes
If you’re surprised by how much expectations have turned down for U.S. interest rates and Fed policy in 2024, you should see what those crazy cats in Europe have going.
Dec 5, 2023 • 9 minutes
As we get ready for a busy week of jobs data a few things stick out
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