Income Mail Archive
3-21-23: Rapid Transparency Can Quell Any Crisis of Confidence in the Banking Sector
by Bryan Perry March 21, 2023 This past week of volatility in the banking sector was epic, along the lines of how the 2008 crisis began, when some high-profile mortgage lenders and [...]
3-14-23: Will California’s Big Bank Failure Halt Further Rate Hikes?
by Bryan Perry March 14, 2023 The failure of SVB Financial Group (SIVB) is epic – in the size of deposits lost to so many fledgling companies, the payrolls they won’t be [...]
3-7-23: The Market Defies Inflation’s Revival (and Runaway Deficit Spending)
by Bryan Perry March 7, 2023 There is a raging appetite to buy the market well before the Fed pauses and pivots, because, quite simply, most investors are not very good at [...]
2-28-23: The Fed Should Adjust Its Inflation Target to the 3.3% Historical Average
by Bryan Perry February 28, 2023 Based on the recent string of economic data, which includes January employment, inflation (CPI, PPI, and PCE), weekly initial jobless claims, personal spending, and consumer confidence, [...]
2-22-23: Mounting Confusion About What Lies Ahead
by Bryan Perry February 22, 2023 The investing landscape seems about as mixed and garbled as one could imagine, with conflicting data that show a lot of fragmentation between several sectors of [...]
2-14-23: Is This a Healthy Pullback, or Resumption of Bear Market Selling?
by Bryan Perry February 14, 2023 Just as this column is emailed out to all our readers, the pivotal CPI report will cross the tape on Tuesday morning. It will either confirm [...]
2-7-23: The Market Will Likely Pause Until Some Obvious Questions Are Answered
by Bryan Perry February 7, 2023 Bond and equity markets are in a much better place than how they ended 2022, with further evidence of slowing inflation providing a bullish catalyst. Aside [...]
1-31-23: The Market’s Next Direction Depends on the Debatable S&P Earnings Outlook
by Bryan Perry January 31, 2023 After the market’s grand start in January, much remains unanswered amidst the mixed economic data and an earnings reporting period that is also mixed, but the [...]
1-24-23: U.S. Stock Market Enters a Fog of Uncertainty
by Bryan Perry January 24, 2023 The first two weeks of January were “up, up, and away” for all 11 S&P 500 market sectors, fueled by the grand reopening of China, a [...]
1-18-23: Swift Change in Sentiment Sparks Hot Start To 2023
by Bryan Perry January 18, 2023 Halfway through the month of January, the market landscape is much more constructive, after the last half of December saw a flood of selling pressure that [...]
1-10-23: The Market Seems Ready to Pivot Higher on an Inflation Epiphany
by Bryan Perry January 10, 2023 Princeton economics professor and former Vice Chairman of the Fed, Alan Blinder, wrote in The Wall Street Journal last Friday that “the CPI inflation rate over [...]
1-4-23: Rally to Resume When Inflation Sinks to 1-Year T-Bill Yield
by Bryan Perry January 4, 2023 There is so much noise and confusion about when the market is going to vault out of its primary bear trend with purpose and begin the [...]