Slow Money Show

July's Big Jobs Report, CPI on Deck, the Fed and Recession Risks

Did the Fed Really Pivot?

The Market Wants the Fed to Blink, but Will They?

Fed "surprises" to the high side, stocks fall. Is this capitulation?

About that Soft Landing ...

What are the Markets Telling us about the Fed's Chance of a Soft Landing?

The Fly in the Balanced Portfolio Ointment

Did Fed Chairman Powell Turn Dovish?

The Fed, the Priced-in 50 Bps Hike, Inflation Expectations, and an Earnings Season Update