All Episodes
Slaying Bulls & Bears with Herb W. Morgan — 219 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?
Earnings Season Starts Strong
Don't Look Now but Inflationary Pressures Are on the Rise.
Fed Could Be on Long Pause as Labor Market Remains Strong
The Recession vs Soft Landing Debate Simplified
Earnings Continue Strong - Manufacturing Remains Soft
Service Sector Holding Up Economy
Fed Hikes & Signals Pause - Economy Rolls On
Earnings Season Starts Off Strong
Markets Roar Higher as Inflation Cools
Earnings Take Center Stage This Week - Fed Likely to Hike More
2023 First Half Was Boon For Stock Investors
Unexpected Strength in Housing
Fed Pauses - Markets Surge - What Recession?
Jobless Claims Spike, Manufacturing Slumps, Net-Worths Decline -- STOCKS GO UP
Did We Just Enter a New Bull Market?
GDI vs GDP Is it Signaling Recession?
Progress on Inflation - Debt Ceiling, Not So Much
Debt Ceiling, Inflation, Rate Hikes - Stocks Steady
Stocks Rally Into Earnings As Inflation Fades
Bonds Catch a Bid as Slowdown Evidence Waxes
Technical Indicators Show Market Rally Continuing Despite Economic Challanges
Is the US Already in Recession?
More Bank Turmoil - Large Cap Tech Rallies - Bond Yields Decline
Banks Fail, Stocks Drop - Your Exposure
Bullish Technical Patter Emerges from Copper.
Return to Target Inflation Pushed Out - Market Prices In
It's Too Early to Call For a Soft Landing
Rate Expectations Rise on Strong Jobs Report
Markets Flash Major Bullish Signal on Fed Moderation
Data Improves, Stocks Rise, Earnings Estimates Drop
Economy Braking Hard - Markets Seem "OK With That"
Markets Rally into Start of Earnings Season
Markets Rally - Can It Last Into Earnings?
2022 Is Over - But Sentiment May Not Be Ready to Turn
Fed Spooks Markets with Hawkish Rhetoric
PPI Hotter Than Expected - US Stocks Decline - EM Stocks Rise
Market Focus to Shift from Fed to Earnings
Fed Minutes Show Outsized Rate Hikes Likely Finished
Inflationary Pressures Continue To Moderate
Inflation Data Moderates - Stocks Surge
Fed Hikes Again - Talks Tough on Inflation
Record October Stock Market Rally Continues While Economy Decelerates
Despite Signs of Slowdown Stocks Surge - Xi Jinping Solidifies Power in China
When It Comes To Inflation, "You can observe a lot by just watching"
I'm Positive About The Negative, But a Little Negative About The Positive....Curly Howard
Making A Tactically Bullish Equity Call
Searching For A Bottom - Are We There Yet?
Equities Tumble On Technical Move
War’s over man, Wormer dropped the big one.
Stocks Soften After Monster Rally - Will Rates Peak in March?
Inflation Indicators Plummet - Recession Indicators Surge
Earnings Hang Tough - No Recession - More Rate Hikes To Come
Fed Hikes, Data Disappoints, Markets Surge -- Can The Fed Pull It Off?
Core Inflation Moderates - Earnings Season Mixed So Far
Economy Resilient In Face of Rate Hikes & Inflation
Economy & Inflation Slowing - Fed Hikes To Persist
Poor Economic Data -> Easing Inflation -> Stocks Rally
Inflationary Pressure Easing -- Recession Ahead?
S&P 500 Officially in Bear Territory On Friday's CPI Report
Stocks Stage Rally -- Is the bottom in?
Still No Signs of Capitulation - Recession Odds Still Low Also
Has The Stock Market Capitulated Yet?
CPI Print Wednesday Looks To Drive Markets
Are Markets Headed For A Sharp Relief Rally?
Markets Drop Ahead of Big Tech Earnings
Microsoft vs Coca-Cola
Long Dated US Treasuries Plummet
Economy & Stock Market Diverge - Bonds Underperform Stocks
Fed Hikes - Stocks Surge - No Sign of Recession
Are Stocks Suddenly Inexpensive?
Do Geopolitical Crises Mark Buying Opportunities?
Russia Invades Ukraine - US Stocks Rise
Markets Adjust To Stimulus Removal - This Is A Good Thing
When Will Inflation Start to Impact Corporate Profits?
Stocks Rebound On Strong Earnings - But Margins Cause Angst
Fed Chairman Turns Hawkish - Is it Genuine?
Equity Markets Have Firmly & Quickly Corrected
Inflation Has Likely Peaked
Stocks Selling Off on Rates - But Earnings Look To Be Strong
The Fed Will Raise Rates in March
Will The Fed Surprise Markets This Week?
A Tale of Two Jobs Reports
Omicron Variant & Inflation Fears Dampen Stocks
Econ Data Accelerates - So Does Inflation - Key Inflation Number Wednesday
Whip Inflation Now!
FED TO TAPER - SERVICE SECTOR HEATS UP
Whip Inflation Now!
Earnings Estimates Revising Higher AGAIN......Fed Will Taper Nov. 3
Q3 Earnings Season Underway - Is US Fed Making A Policy Mistake?
Markets Rebound - Inflation Looking Less Transitory
Markets Tumble Likely Short-Lived
Fed To Taper, Yields Rising, Debt Ceiling Hit
FOMC Meeting This Week - Likely Telegraphs the Taper
Stocks Step Back on Rough PPI Report
Stocks Hit All Time Highs - Could Strong Jobs Report Derail?
Data Misses, Progressives Threaten, Covid-Spikes
Fed Members Clearly Signal Tapering To Begin This Year
Rates & Fed Action Driven By Employment
Cyclicals Lead, New Home Sales Drop, The Week Ahead
Huge Week For Earnings, FOMC Meeting - Have Margins Peaked?
Real Yields Move Sharply Negative
Fed Testimony, Retail Sales, CPI Likely To Drive Markets This Week
Rates Drop as Inflation Fears Wane - Slow Week Ahead
Manufacturing Backlogs Suggests Earnings & Growth To Remain Robust
Inflation Fears, Taper Talk -- Fed Gov's Go On The Road This Week
All Eyes On This Week's Fed Meeting
Markets Flirt With All Time Highs, Workers Stay Home, Inflation May Be A Houseguest
So Much For That Stock Market Correction
Inflation, Inflation Everywhere & Not A Drop To Drink
Inflation Is Here, How Long Will It Stay?
Infrastructure & Ransomware To Headline This Week's Action
Can The Fed Be Any More Clear? Inflation Is Second Fiddle Mandate
When Will The Fed Provide Clarity On Policy Shift?
It's an Earnings-Palooza As Banks Crush Estimates
Expect A Record Earnings Season
Fed Minutes May Offer Glimpse To Future Rate Path
Weekly Economic & Market Commentary 03.29.2021
Weekly Economic & Market Commentary 03.22.21 Herb W. Morgan @ETF_Strategist
Weekly Economic & Market Commentary 03.15.21 Herb W. Morgan @ETF_Strategist