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The Morning Call--You Can't Keep A Fed Fueled Market Down

Feb. 25, 2021 9:16 AM ET
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The Morning Call


The Market


Wednesday in the charts.

Stocks & Bonds Dumped-n-Pumped As Powell Promises 'Moar'

The long bond penetrated the lower boundary of its very short term trading range intraday but recovered to close above that level. The question is will this support level continue to hold?

Winners and losers in the bond market.

Reflation Trade's Winners And Losers In The Bond Market In 2021



The Economy


The second estimate Q4 GDP growth was 4.1% versus forecasts of 4.2%; the price index was +1.8% versus +2.0%.

Q4 GDP Revised To 4.1%, Missing Expectations

Weekly jobless claims rose 730,000 versus predictions of 838,000.

First-Time Jobless-Benefits Seekers Plunge To COVID-Crisis Lows Amid Collapse In CA,OH Claims

January durable goods orders were up 3.4% versus expectations of +1.1%; ex transportation, they were up 1.4% versus +0.7%.

US Durable Goods Orders Surge In January To Pre-COVID Highs

January new home sales rose 4.3% versus consensus of +2.1%.

New Home Sales Up 4.3% in January


The December Japanese leading economic indicators came in at 95.3 versus projections of 94.9.

February EU consumer confidence was -14.5 versus projections of -14.8; economic sentiment was 93.4 versus 92.0; services sentiment was -17.1 versus -18.1; industrial sentiment was -3.3 versus -5.0.

March German consumer confidence was -13.9 versus estimates of -14.3.


Closer to the breaking point.

David Rosenberg: "We're Getting Closer to a Breaking Point"

Architecture billings continue to contract.

AIA: "Architecture Billings continue to contract" in January

Mortgage delinquency rate decreased in January.

Black Knight: National Mortgage Delinquency Rate Decreased in January

The Fed

More gasoline on the fire.

Stocks & Bonds Suddenly Bid On Brainard, Powell Double-Dove-Down

Fiscal Policy

Why not print checks and give money away infinitely?

Why not just print and give away money infinitely?

More debt doesn’t grow the economy.

Grantham: More debt doesn't grow the economy.


More positive feedback for the optimists.

Fiscal Spending Could Cause a U.S. Growth Spike - Compounding Investors' Concerns on Inflation

Still more: four reasons not to worry about inflation.


The coronavirus

Latest stats.

A Majority of Doses are Now Second Doses - Marginal REVOLUTION

Bottom line.

More for the optimists: three reasons why stocks can survive higher rates.

Here are 3 reasons that the stock market can survive rising bond yields in 2021

News on Stocks in Our Portfolios

What I am reading today

The sorry state of our political class.

Chicago Faces 135% Increase In Carjackings... So Dem Lawmakers Plan To Ban "Grand Theft Auto"

Reasons for optimism.

Reasons for optimism - health - Adam Smith Institute

New claim that Russia was behind JFK assassination---of course the authors are CIA, which has also been implicated.

Lee Harvey Oswald ordered to kill JFK by Soviets, ex-CIA chief claims

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