August Was Hot!

By EWM / September 19, 2022

Inflation came in hot for August. The overall direction of headline inflation was expected, in that it was down, but it was not down enough […]

A September to Remember? 

By EWM / September 12, 2022

Domestic stocks rallied last week with the S&P 500 gaining more than 2.5% on a total return basis.  It was a welcomed respite from the […]

A Data Dependent Market Attendant

By EWM / September 7, 2022

Chairman Powell made a speech on Friday, August 26th, at Jackson Hole, Wyoming. During the speech, he said that we could see “higher for longer” […]

Inflation Jubilation?

By EWM / August 15, 2022

Was that the inflation report we have all been waiting for? In the initial reporting, there was no headline inflation for the month of July, […]

The EWM Weekly 8-8-2022

By EWM / August 8, 2022

For two weeks, participants in the financial markets have belabored the definition of “recession,” so it seems only fitting that the actual labor market would […]