Michael Kramer

This will certainly be an interesting week, especially with the Federal Reserve meeting scheduled for Wednesday. I anticipate that Jay Powell will raise interest rates on Wednesday, indicating that...

This week promises to be interesting with the release of CPI, PPI, and retail sales data. In addition, there was news about the FDIC taking over SVB Financial Group on Friday. Although details are...

Expect volatility to ramp up; I don’t care what the headlines say. The implied volatility curve of the S&P 500 looks scary, with lots of sharp twists and turns. The term structure of the...

This week will be full of economic data, but the big data will come on March 1 and 3, when the ISM manufacturing and services indexes are released respectively. The ISM manufacturing survey is...

The February Fed minutes may reveal that rates have to go much higher. It will be a holiday-shortened trading week, but it will still be full of market-moving data. The Fed minutes will be released on...

The week of February 13th is significant, with CPI, PPI, retail sales, a ton of Fed speakers, a 20-year bond auction, and a 30-year TIPS auction. Last week, rates broke out after a 30-year bond...

Stocks rose sharply over the week, despite a 1% drop on Friday after a strong job report. Jay Powell was right on Wednesday when he stated that the labor market was too tight and that their data...

This will be a huge week for markets, with an FOMC meeting, a slew of economic data points, and a big week in earnings. The show stopper will be the FOMC meeting, where the Fed is expected to slow the...

GDP data suggest the economy remains very strong However, there are signs that inflation may not go away easily This may call for more action by the Fed The latest quarterly GDP data suggest the...

This week won’t have Fed speakers as they enter the blackout period ahead of their February 1 rate announcement. That will leave us with a somewhat slow week, with economic data and bond...