All episodes
US Attacks Iran -- Private Credit Shakes
Slaying Bulls & Bears with Herb W. Morgan 02_23_2026
Large Cap Stocks Turn Negative! (Yawn)
Labor Market Tepid While Manufacturing Perks Up
Inflation Remains Stubborn - Consumers Frustrated
Fed to Meet This Week - No Rate Cut Expected
Trump Using Tariff Leverage for Greenland - Scotus Decision Imminent
Trade Deficit Plummets on Tariffs
Markets Finished atop the Wall of Worry in 2025
Fed Cuts Rates - Long Rates Rise
The Fed is Caught Between Inflation and a Hard Place
Cool PPI Sets Stage for December 10 Rate Cut
Mini Correction Ends - Stocks Surge
Odds of December 10 Rate Cut - Show Uncertainty
Government Shutdown Set to End - Stocks Rally!
Fed Cuts Rate - Administration Keeps Dealing
Fed Set to Cut Rates - Government Shutdown Continues
Should Investors Worry About Private Credit?
Risk Assets Decline on Rewed China Trade Tensions
Government Shutdown Stops Some Data Releases
Has the Fed Abandoned the 2% Inflation Target
The Fed Remains Focused on Inflation While the Jobs Market May Be Softening
Jobs Data Revision Sends Markets Reeling
Four Mag 7 Companies Report & Fed Meets on Rates
Earnings Season Looks to Be Another Blowout
The Fed is Getting Much Closer to Cutting Rates
Stocks Rally on Cornucopia of Investor Friendly News
The Government is Getting Real Revenue from Tariffs - Who knew?
Planned Capital Investment Stimulus Now Exceeds $2 Trillion
Is the Labor Market Softening?
Inflation Progress Sends Stocks Higher
Manufacturing Pops!
One Big, Beautiful Credit Downgrade
The Administration Is Attempting to Tackle Inflation - Will They Succeed?
Inflation Pressure Wanes - Earnings Strong - Oil Plummets
Tariffs Shmariffs - Debt & Deficits Are a Far Bigger Concern
Markets Stabilize - For Now
Tepid Tap on Tariff Sends Stocks Soaring
Market Tariff Tantrum Intensifies -- Where is The Bottom?
Soft Data Crashing Hard as Inflation Heats Up
Uncertainty is the Word, The Word is Uncertainty
Fiscal & Monetary Stimulus Are Not Viable Today
Are Earnings Estimates Rolling Over?
Untitled Episode
Jobs, Consumers & Earnings All Solid - Inflation Persists
Slaying Bulls & Bear w/ Herb W. Morgan
DeepSeek Disrupts Big Cap Tech -- Fed to Meet This Week
Earnings Are Great - Inflation Is Not
Strong Data on Services & Jobs -- Stocks Retreat
Valuations Are High - So What?
Final 2024 Commentary & 2025 Predictions — Will Stocks Correct?
Economy Strong, Subtle Gains on Inflation -- Will Know More From CPI & PPI This Week.
Inflation Won’t Go Away — ISMs & Jobs Due
Economic Data Continues to Positively Surprise - PCE Inflation This Week
Valuation Gap Between Stocks & Bonds Widens
Red Wave, Markets Surge, Inflation Up - Fed Cuts Rates
Post Election Economic & Market Commentary 11_06_2024
Presidential Race Tightens - Are Stocks Expensive or Are Bonds Cheap?
With Stocks Up & Bonds Down, Now May Be a Good Time to Assess Your Risk Budget
Trump victory now more likely than now. What does it mean for capital markets?
Fed Taking Big Risk with Inflation Assumptions
Manufacturing Softens Again - Services Remains Strong
Inflationary Pressures Set to Rise on Dock-Worker Strike
Fed cuts .50% -- Can they engineer a soft landing?
Services inflation accelerates - Fed to cut rates this week
Jobs Market Softens, Yield Curve Disinverts
Inflation is not whipped - Fed set to cut rates ahead of election
Market directionality is about NVIDIA this week
Markets Correct - So What?
Fed meeting this week - Will they signal on rates?
Slaying Bulls & Bears with Herb W. Morgan 07_22_2024
Economic & Market Commentary 07_01_2024
Slaying Bulls & Bears with Herb W. Morgan 06_24_2024
Economic Data Slowing -- Will Inflation?
Slaying Bulls & Bears with Herb W. Morgan 05_06_2024
Earnings Ahead - Will Amazon Follow Alphabet With A Dividend?
Big Tech Earnings This Week - Key Inflation Reading Friday
Inflation Has Re-Accelerated
Is The Economy (& Inflation) Re-Accelerating?
An Update on Our Current Portfolio Positioning
Despite Higher CPI & PPI other Data Suggests Progress on Inflation
Is Inflation Re-Accelerating?
Jobs Market To Cool - US Dominates Our Portfolios
The Push & Pull on the US Economy
Earnings Estimates Drift Lower as Stocks Rise
There Will Be No Rate Cuts in March or May - Economy Keeps Rolling!
Manufacturing Surprises Up - Data Strong - This Week is Big
Manufacturing Continues to Slump - Big Cap Tech Rallies
Inflation Data Mixed - Could China Rally in 2024?
Manufacturing Continues to Slow - Services May Be Next
Year End 2022 vs 2023 Metrics - What Will 2024 Deliver
Small & Midcap Stocks Closing the Gap
Fed to Talk Tough This Week as Data Cools
GDP Prints at 5.2% as Economy Slows
Fed Minutes Suggest Economy to Slow
Inflation Pressures Ease
Markets Mixed Ahead of Inflation Data
Markets Surge After 10% Correction
Economic Data Turns Up - Equity Markets Decline
Stocks & Bonds Retreat - Am I Losing Money?