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Stocks May Have Rebounded But Headwinds Remain Ahead

BY TEMATICA
Putting it all together, while the stock market rallied off from oversold levels yesterday, there are still multiple headwinds that could restrain its performance in the coming weeks and months. Read more →

Thoughts From The Divide: Signs of Life

BY JON WEBB
For those of us who regularly follow the “wonksphere” on social media, it’s been hard to ignore the pushback against the doom and gloom that economic sentiment surveys have consistently reported. Commentators like Stancil and Sahm have bitterly complained about the disconnect between the public’s negative perceptions relative to the hard economic data, which is ostensibly pretty good. In this, they have been carrying water for policymakers like Lael Brainard, who have attempted to burnish the Administration’s economic achievements to push back against the negative perception of the economy. The most obvious of those achievements is the decline in inflation – see, we told you it was transitory! Read more →

A Reprieve, of Sorts

BY TEMATICA
A 90-day reset gives everyone some time to collect their thoughts Read more →
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