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Title Date published
From the Desk of Kelly Evans: What is the CPI report telling us? 2/17/23 2023-02-17
From the Desk of Kelly Evans: Why haven't there been more blowups? 2/17/23 2023-02-17
The Fed’s Next Move, Buy The Dip?, and “Shop or Drop” 2/17/23 2023-02-17
From the Desk of Kelly Evans: The State of the Union 2/16/23 2023-02-17
Taking A Breather, “Volmageddon 2.0,” and 3 Rates & The Consumer 2/16/23 2023-02-16
Retail Detail, Travel Trade, and Earnings Exchange 2/15/23 2023-02-15
The “Unresolved Tensions” Trade, Inflation Situation, and Earnings Exchange 2/14/23 2023-02-14
Bracing for CPI, High Altitude, High Stakes?, and Health of Housing 2/13/23 2023-02-13
Betting On The Consumer, Renting, Buying & Building, and 3 Buys & A Bail 2/10/23 2023-02-10
The Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23 2023-02-09
“Time To Play Offense”, What’s The Plan?, and “A+” for AI 2/8/23 2023-02-08
From the Desk of Kelly Evans: How can margins NOT collapse? 2/8/23 2023-02-08
Disinflation Situation, and Microsoft’s A.I. Ambitions 2/7/23 2023-02-07
Fed Up!, Rising Tensions, and Earnings Exchange 2/6/23 2023-02-06
Is “Good News” Now Good News?, Apple’s Rough Report, and Media Momentum 2/3/23 2023-02-03
From the Desk of Kelly Evans: "It always looks like a soft landing at first" 2/2/23 2023-02-03
Risk-On Back On?, Buy or Bail, and Tech-Tonic Shifts 2/2/23 2023-02-02
The Market Disconnect, Debt Dilemma, and Housing Headwinds 2/1/23 2023-02-01
Countdown To The Fed, Health of the Consumer, and Dis-AD-Vantaged? 1/31/23 2023-01-31
From the Desk of Kelly Evans: Hikes? How about rate CUTS 1/30/23 2023-01-31
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