Macro News

    2 REIT Stocks To Watch In The Stock Market Today

    REIT stocks for your late December 2023 watchlist. Real Estate Investment Trusts (REITs) are specialized investment vehicles. They own, operate, or finance income-generating real estate....

    Interest Rates: Higher for Not Much Longer? w/ Andreas Steno

    Markets are convinced that a cutting cycle for all central banks will soon occur. Will quantitative tightening end earlier than projected, possibly triggering a reversal...

    One year on…

    Hard as it is to imagine, tomorrow marks the first anniversary of the commercial launch of ChatGPT. For many (including your author), using it...

    Business Cycle Rotation Part 4

    In the first three installments we described an exercise utilizing the long term momentum in asset classes, the relationship between those classes and the...

    Fed’s Favorite Inflation Gauge Cools More Than Expected, Cementing Rate Cut Expectations For 2024

    The Federal Reserve’s preferred inflation gauge, measured by the Personal Consumption Expenditure (PCE) index, continues to cool down, fueling expectations of interest rate cuts in...

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