Monthly Archives: July 2024

What if the Fed is Behind the Curve?

We had a surprise June CPI data last week.  The June CPI was down 0.1% vs. 0.1% increase expected.  This is the first that we have had deflation since April 2020.  Literally, the war on inflation is over.  Even though the PPI (Producer Price Index) data released next day was mixed, the Street mostly ignored it and continued to believe that

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What Happens When the DOW Tops First

The June employment data released last Friday was mixed but the market cheered the mixed data as goldilocks environment for the stock market.  All three indexes rallied and the S&P 500 and NASDAQ continued to make new highs.  The NASDAQ has become a game of whack-a-mole.  Nvidia finished rally, no problem, just rotate to Apple, Amazon or Tesla.  The NASDAQ is doing

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