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Yearly Archives: 2023
S&P 500 Key Levels
The S&P 500 index closed the week right on its 200-day moving average. The index is trading in a 300-point range, bookmarked by the December low at 3746.49 and high, at 4100.96. It’s positive the index has stayed above the … Continue reading
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The U.S. Budget Deficit & “Crowding Out”
The U.S. budget deficit has stabilized from the COVID shock and is beginning to tick up again. The budget shortfall is set to move higher, driven by interest payments on the national debt as the interest rates are now significantly … Continue reading
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The Best MLK Weekend Of All-Time
We are reposting a repost of a post in honor of Dr. King, one of our greatest Americans, a true patriot, and a modern-day saint. Originally Posted on January 21, 2019 During my Lehman days as a bond strategist, the firm’s … Continue reading
Posted in Politics, Uncategorized
Tagged Ebenezer Baptist Church, King Center, Martin Luther King
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Shipping Rates, Excess Demand, & Inflation
Shipping rates are a real-time indicator of excess demand and are down yuuge, now 93 percent lower than the September 2021 peak. We have always maintained that the inflation the economy is/has experienced has primarily been driven by excess demand … Continue reading
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Global Macro Monitor 