Our call is cut short today by power outages, but before that happens Ben, Tom, and Moe discuss economic data that continues to push rates higher, the potential normalization of the yield curve, and i

Ben, Tom, and Andrew discuss the readthrough of yesterdays Fed minutes and the impact on rates, earnings from CSCO and Walmart, some M&A activity that is picking up, and the situation that is unf

Ben, Tom, and Moe discuss the upcoming Fed minutes, the current level of the 10-year yield, the UK inflation report, economic resilience in the US, and mixed retail earnings reports.For information

Ben, Tom, and Moe discuss Chinese economic data that misses estimates, the BOA fund manager survey results, retail sales data showing the consumer remains strong, Japans strong Q2 GDP growth, Russia

Ben, Tom, and Andrew discuss interesting election results from Argentina where an atypical candidate seems to be gaining traction, US Steel rejecting a deal offer from Cleveland Cliffs, and a big data

Tom flies solo to discuss PPI data that tops expectations, the 30-year bond auction, hedge fund positioning, and President Bidens comments on China.For information on how to join the Zoom calls liv

Ben, Tom, and Moe discuss a CPI reading that comes in relatively in-line with expectations, the inputs that led to these results, what this data really means for the decisions the Fed will make in the

Andrew, Tom, and Moe preview tomorrows CPI report, earnings reports from LYFT, BROS, and RIVN, as well as ESPNs foray into sports gambling through a deal with PENN.For information on how to join t

Ben, Tom, and Moe discuss the Italian governments attempt to control bank profits, serious economic struggles in China, Moodys downgrading US banks, and earnings from a number of companies.For inf

Moe, Ben, and Tom discuss NYC Fed President John Williams comments on the possibility of a rate cut in early 2024, commercial real estates continued struggle with high rates, and some important earn