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A Down Day

It is widely believed the Fed is near the end of its tightening campaign, a campaign that has sent rates logarithmically higher from 0.00% in March 2022 to

Second Quarter GDP Surprised on Upside

Second quarter GDP rose at a 2.4% annualized rate, above the consensus view of 1.8%.  The GDP deflator rose at a 2.2% rate, well below the consensus of 3.0% and the core rate was 3.8% also below

There is More Than One Ceiling

The debt ceiling is dominating today’s headlines.  House Speak McCarthy has gone on record saying that the limit on the government’s borrowing must be raised this week to avert a

Mixed Messages?

Equites were again mixed as all were parsing comments about the prospects of a debt deal and latest Fed speak.

How Do We Interpret The Headlines?

The headlines about the market’s reaction to the debt ceiling debate are conflicting.  RBC writes “markets are betting on a rocky end to the debt ceiling debate roiling Washington, but if they are