Risk
So What Is the Fed’s End Game on Rates?
Commonwealth’s McMillan thinks it has two half-point increases ahead, and that’s it.
Tag: Brad McMillan
Risk
So When Will This Recession Arrive, Anyway?
A lot of the Wall Street commentariat doesn’t believe we’ll get the much-feared downturn.
Newsmakers
Q1 Earnings Are Up, But Nothing to Cheer About
While profits have kept climbing, the rate of ascent is slowing, per FactSet.
Here’s Why Inflation Is Up: Oil and Cars, Period
Commonwealth’s McMillan ascribes nasty CPI numbers to a few aberrant items, already cooling off.
If Governments Can Just Keep Their Cool, the Economy Will Be Fine, Says Savant
The 2020 recession was driven by policy, so any Delta-inspired double dip would be, too, Commonwealth’s McMillan warns.
Market Moves
Why the Fed Won’t Tighten Soon: Too Much Unemployment, Says Strategist
The high jobless level counters any push to curb central bank stimulus, argues Commonwealth’s McMillan.
Market Moves
Here’s the Case for Market Optimism, Built on a Virus Retreat
Commonwealth’s McMillan lays out the road back to normal. Hey, investors seem to agree.
Coronavirus - COVID-19
Maybe, Just Maybe, the Virus Woes Have Peaked
Commonwealth’s McMillan sees encouraging pandemic data, and thinks the recovery can continue.
Market Moves
Is the Worst of the Virus Market Rout Close?
Commonwealth’s McMillan says 10-year Treasury yield dive is close to those in previous outbreaks.