* Geopolitical Risk rears its head again
* Retail Sales buoyed by online sales
* Small Optimism is low, low, low…

* Inflation – the trend is your friend…
* Small Caps look poised for recovery…
* Biden and Trump – neither may be a good choice…

* The inflation bubble bursts…for good..
* Phillips Curve advocates confused…
* Payroll adds head back to the future…
* Wage gains are slowing…

* The consumer is ok…but feeling meh…
* Yields on the rise…too far, too fast?
* Med device stocks go on a diet…
* Mike Johnson takes the House reins…

* Fed meeting to be uneventful…
* As PCE should continue to fall
* Energy shares in the sun…
* OPEC+ holds the key

* Bond yields head higher…
* Corporate refinancing risk is low…
* Can’t say the same for Treasury debt…
* Atlanta Fed GDPNow…a closer look…

* Fed keeps the big stick at hand…
* Small caps seem poised…again
* Margins need to hang in for eps gains…
* Bidens election hopes resting with the Fed…

* Large Cap Tech rules in 1H23…
* High yield is attractive…
* Shadow bankers continue to gain share
* The Fed lost touch with the Volcker rule…

* SPX 500 in tight trading channel…
* Retail results are erratic…XRT vs. XLY
* Debt limit deal thoughts from Victor
* Japan emerging after two lost decades…?

* Powell does it again…10 and counting…
* Regional banks under pressure…
* JPM’s Dimon on the bank crisis
* Small caps can’t catch a break

* Fed balance sheet composition…
* CPI report encouraging…
* What we look for from earnings season…
* Dollar decline – is it structural?

* February puts a dent in the doves…
* Global LNG markets will remain tight
* The housing market won’t crash this time…

* Recession fears abound…
* Market levitates to start 2023…
* Fed should be more data dependent

* Here comes the Fed again…
* January rebound much needed…
* The debt ceiling boogey-man…
* Natural gas…the rise and fall…

* Is a soft landing realistic?
* Small caps rebound after poor year…
* Market rotation as inflation recedes
* International stocks – time to shine?