Is The End Of QT A Green Light For An Asset Rally?
The Fed just ended QT early—far before repairing the balance sheet damage from 2020–22. Here’s what this shift toward accommodation means for stocks, gold, bitcoin, inflation, and asset markets heading into 2026.
Bond Market Signals A Rate Surge May Be Coming Soon
Liquidity remains tight despite temporary easing from Treasury paydowns, leaving funding markets sensitive ahead of Wednesday’s Fed meeting.
Americans Worry Most Among Developed Nations About Food Security
While concerns about food and water safety peaked in Europe during the pandemic, worry has remained elevated in the US.
Economic Data Forecasts For The Weeks Of Dec. 8 And 15
My expectations for upcoming economic data releases for the next two weeks.
Dow Jones Weekly Forecast
Dow Jones price prediction based on the technical analysis.
Fed Meeting Preview: Odds Of A Rate Cut Are High, But Member Splits, Missing Data Cloud Outlook
Fed officials split over December rate cut as data delays muddy economic picture.
Money Supply Growth Surges To Multi-Year High As The Fed Loosens Policy
Recent data on the money supply suggests that the money supply in recent months is finding plenty of room to increase rapidly, in spite of what Fed officials say.
