Click For an Audio Summary The CME FedWatch tool tracks the probability of interest rate changes by the Fed as implied by the 30-day Fed...

Click For an Audio Summary We are in a bull market, right? We emphasize “market” in the above question/acknowledgment of the consensus...

Click For an Audio Summary In our previous edition we dipped a toe into the valuation storyline for the stock market at large. As offered...

CAMS View from the Corner May 6, 2025 A few weeks ago we offered an edition with a central perspective of Capital vs. Labor and how this...

CAMS View from the Corner April 29, 2025 Over the years we have addressed what we think of as a tip-of-the-spear-type measure within the...

CAMS View from the Corner April 22, 2025 Over the previous couple of weeks, while having general in-house market discussions, we have...

CAMS View from the Corner April 15, 2025 Last Thursday the Bureau of Labor Statistics (BLS) provided the monthly update of consumer price...

CAMS View from the Corner April 8, 2025 If we attempt to take a step back from the current barrage of by the minute noise and look...

CAMS View from the Corner March 31, 2025 We have shared countless editions over the years, including recent months, where the central...

CAMS View from the Corner March 25, 2025 In today’s edition we lean heavier toward charts than is customary.  Yet again, we will consult...

CAMS View from the Corner March 17, 2025 On a personal note, sometimes I sit back and digest media coverage of economics/markets as...

CAMS View from the Corner March 12, 2025 Back in the late fall season, we offered an edition where, on a light note, we diagnosed...

CAMS View from the Corner March 4, 2025 Someone could probably make a living reviewing financial media and countering X views or...

CAMS View from the Corner February 25, 2025 In recent weeks stock market participants have been battling it out (think bulls vs. bears)...

In our previous edition we briefly chronicled the general behavior of the stock market since the Covid era cliff-dive...

CAMS View from the Corner February 11, 2025 If you automatically default to a quick mental calculus of any market-oriented backdrop and...

In our previous edition we briefly chronicled the general behavior of the stock market since the Covid era cliff-dive...

CAMS View from the Corner January 13, 2025 The cost of capital, i.e. the price of money is the most important price of all within an...

CAMS View from the Corner December 17, 2024 In our previous edition we shared our incoming recession obsession as a mental state which...

CAMS View from the Corner November 19, 2024 It is very important to realize that when a member of the Fed speaks, in particular its...