The Taylor Report (4/5/22)
Let's be straight; there is nothing new. War? Yawn. Inflation? Yawn. Pandemic? Yawn. Oh, 30 year mortgage rates just topped 5%....first time since 2013. That's new. Markets are very VERY quiet.
The Taylor Report (3/29/22)
IT'S THE END OF THE FIRST QUARTER OF THE YEAR. FULL SCALE "WINDOW DRESSING" IS ON. FUNDS MARKING PORTFOLIO PERFORMANCE A HUGE REASON FOR THE EQUITY RALLY.
The Taylor Report (3/22/22)
END OF THE FIRST QUARTER COMING UP. LOTS OF MONEY BEING PUT TO WORK AND PORTFOLIOS BEING "MARKED UP" (window dressing). WAR, INTEREST RATES AND INFLATION STILL MATTER. BE CAUTIOUS.
The Taylor Report (3/15/22)
THE NEXT FEW MONTHS ARE GOING TO SHOW HUGE INFLATION SPIKES. WILL THE FED STEP UP THE RATE OF INTEREST RATE INCREASES? WILL THE BOND MARKET DO THE FED'S JOB FOR THEM?
The Taylor Report (3/8/22)
U.S. treasuries and gold got a huge burst in a flight to safety. It won't last. U.S. interest rates are going up (bond prices down). Inflation is getting hot, hot hot. Expect interest rates to surprise to the upside.
The Taylor Report (3/1/22)
The markets, in a flight to safety, have cut interest rates just as the Fed was going to raise rates. Inflation is going on steroids & there will certainly be social unrest & backlash.
The Taylor Report (2/22/22)
CANADA'S SEIZING OF PROTESTORS BANK, BITCOIN AND EVEN CROWDFUNDING ACCOUNTS IS JUST PLAIN SCARY. SAME THING HERE IN U.S COMING? DOUBLE SCARY.
The Taylor Report (2/15/22)
INFLATION CONTINUES TO EXPLODE HIGHER (LIKE PRODUCER PRICES TODAY), INTEREST RATES HOLDING STEADY (FOR NOW) AND MARKETS ARE YAWNING. GOTTA FEEL SOMETHING'S COMING.
The Taylor Report (2/8/22)
INFLATION...CPI THIS WEEK & BE PREPARED FOR A NASTY NUMBER. INFLATION IS GOING UP FASTER THAN ANYONE EXPECTS. THE FED IS NOT ONLY BEHIND THE CURVE, THEY DON'T EVEN RECOGNIZE THE CURVE.
The Taylor Report (2/1/22)
SEEMS EVERYONE NOW ACCEPTS THAT INTEREST RATES WILL RISE, INFLATION WILL "RUN HOT" AND ALL IS GOOD. IT IS NOT. THOSE THINGS REALLY DO MATTER, NO MATTER WHAT THE CONSENSUS THINKS.