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Traders' Insight
Interactive Brokers Traders' Insight is a free online blog drawing together financial market commentary from an array of industry contributors. Exchanges, mutual funds, investment companies ...more

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Pick Your Paradigm
There is indeed some logic about a stock rallying after announcing layoffs. It can help a company’s bottom line.
Inflation And Corporate Earnings Face Strengthening Headwind
Almost every category in this morning’s retail sales report experienced lower spending. Leading the declines were department stores, gasoline stations, and furniture stores with m/m declines of 6.6%, 4.6%, and 2.5%.
Percentages, Perspective And A “Flight To Crap”
Statistics can really be misleading sometimes.
January Effectiveness
The “January Effect” is a well-known market phenomenon with a reasonable amount of logic behind it.
Lower Gasoline Prices And Ample Job Opportunities Propel Consumer Sentiment Higher
The recent gains in consumer sentiment represent an economic dichotomy.
Bank Earnings Are The Opening Act For Earnings Season
Bank earnings are the opening act for earnings season, but we really can’t know whether they will be setting the correct tone for the main event.
Yes…Overall Prices Declined, But Core Inflation Accelerated
While overall inflation fell due to sharp reductions in gasoline prices, core inflation accelerated in this morning’s CPI release, keeping pressure on the Fed to maintain its restrictive monetary policy.
Phew, Good Thing CPI Was As Expected
Much of this week’s rally occurred in anticipation of this morning’s CPI data. Fortunately for those recent buyers, the data met expectations.
Curb My Enthusiasm
Markets are hoping desperately for a soft landing, and Friday’s data dump was as welcome for investors as Utah’s sequential powder dumps were for my fellow skiers.
Some Highlights And Lowlights Of 2022
A look back at our best and worst calls of 2022.
Economic Landscape: Risks Of Stagflation
The Federal Reserve’s aggressive monetary policy tightening is helping to moderate inflation, but it has a long way to go to tame price increases.
2023 Economic Outlook: Monetary Medicine Will Likely Make 2023 Another Challenging Year
The global economy is expected to slow materially in 2023, to a growth rate of 1.8%. Tighter financial conditions and stubborn inflationary pressures will continue to weigh on economic performance.
Buying Dips Vs. Catching Falling Knives In Tesla
What we’ve seen in this month’s TSLA statistics is that too-many investors lack awareness of the unfortunate convergence of several factors that have driven investor behavior for the past couple of years.
Durable Goods Orders Reflect Slowing Economic Conditions
The durable goods data shows that higher costs of capital and persistent inflation continue to pressure the manufacturing sector.
Variations On A Theme, Crudely
Good news is good, bad news is bad, the Santa Claus rally is uncertain, and anything can happen in periods of diminished volume.
International Roundup: Inflation, Recession, Stagflation Drive Market Selloff
Economic growth across nations continues to slow and fears of recession are escalating.
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