Zaw OoFeb 25, 20233 min readPCE, the preferred Fed's inflation data, ironically put the final nail in the disinflation coffin.Nasdaq and S&P500 shit out another >1% drop yesterday with the Tech sector leading the down move. It was a red overall this week. We...
Zaw OoJan 20, 20238 min read[ Part 2 of 2 ] The dreaded yield curve and the stock marketWe ended part 1 with the golden question. "Why is the stock market rallying, even though the yield curve is inverted." The answer is it...
Zaw OoJan 19, 20234 min readFalling Inflation is no longer good news!Being an active portfolio manager (this is a term I'm going to use in lieu of 'Traders'), macroeconomic data give huge insight into...
Zaw OoJan 16, 20235 min read[Part 1 of 2] Understanding Yield Curve Inversion and the Federal Fund Rate To many retail investors/traders, the Federal Fund Rate (FFR) is the defacto "Interest Rate." The term "Interest Rate" has been loosely...