5 minute read
Biden left more questions than answers about his economic policies in his SOTU address.
Stocks strong start portends a volatile but positive year.
6 minute read
Zero for two out of the gate.
3 minute read
Three things to watch in 2024.
Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.
Yet another shift in the Fed's SEP has the markets again playing defense.
Wage inflation could keep the Fed engaged.
Following the official suspension of the federal debt limit, expect the U.S. Treasury to issue a massive amount of securities.