Doll’s Deliberations

Will the desired soft landing materialize?

The global easing cycle is in full swing, with China adding to the impetus to boost asset prices and support economic growth following the Fed’s sizable rate cut.

09/30/2024 5 min read

Doll’s Deliberations

Is the Fed taking away the punch bowl or just priming the pump for more asset inflation?

The Fed surprised some by beginning the rate cut cycle with a 50 bp cut.

09/23/2024 5 min read

Doll’s Deliberations

The rate rise cycle begins

Central banks are slowly reversing course and cutting policy rates, albeit with varying degrees of fundamental support.

09/16/2024 5 min read

Doll’s Deliberations

Finally, a slowing economy is noticed

Stocks have been roughed up as investors finally recognize that economic growth is slowing.

09/09/2024 5 min read

Doll’s Deliberations

The economy and markets keep on trucking

The global economic expansion continues, slightly decelerating in the U.S. and slightly improving elsewhere.

09/03/2024 5 min read

Doll’s Deliberations

Fed rate cut expectations buoy markets

The last 12 months’ payroll revision was -818,000 jobs.

08/26/2024 5 min read

Doll’s Deliberations

What a reversal from last week!

After a few volatile weeks, conditions have calmed in global financial markets.

08/19/2024 5 min read

Doll’s Deliberations

The stock market recovery is almost as impressive as the recent decline

The choppy up and down stock market briefly erupted into a full-fledged panic, as investors abruptly soured on U.S. economic prospects and became impatient with Fed and BoJ policies.

08/12/2024 5 min read

Doll’s Deliberations

Recession talk resurfaces (finally!)

We were beginning to get nervous about our first prediction for 2024 suggesting a recession to start before year-end and the unemployment rate rising to 4.5%.

08/05/2024 5 min read

Doll’s Deliberations

Uncertainty levels have increased

Uncertainties in the form of recent selling pressure among technology/AI stock and the withdrawal of President Biden from the election this November have clouded the picture somewhat.

07/29/2024 5 min read

Commentary

The global easing cycle is in full swing, with China adding to the impetus to boost asset prices and support economic growth following the Fed’s sizable rate cut.

The Fed surprised some by beginning the rate cut cycle with a 50 bp cut.

Central banks are slowly reversing course and cutting policy rates, albeit with varying degrees of fundamental support.

Stocks have been roughed up as investors finally recognize that economic growth is slowing.

The global economic expansion continues, slightly decelerating in the U.S. and slightly improving elsewhere.

The last 12 months’ payroll revision was -818,000 jobs.

After a few volatile weeks, conditions have calmed in global financial markets.

The choppy up and down stock market briefly erupted into a full-fledged panic, as investors abruptly soured on U.S. economic prospects and became impatient with Fed and BoJ policies.

We were beginning to get nervous about our first prediction for 2024 suggesting a recession to start before year-end and the unemployment rate rising to 4.5%.

Uncertainties in the form of recent selling pressure among technology/AI stock and the withdrawal of President Biden from the election this November have clouded the picture somewhat.

Subscribe to Doll’s Deliberations Weekly Commentary Below!