Analysis
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The latest CapitalWire reporting and analysis tagged Analysis.
Analysis & Opinion
Column: A 68% December Hike Is a Price, Not a Forecast — and It Rests on Two Prints
The market has spent a week treating a 68% probability as a plan. It is an arithmetic output of two inputs — Wednesday's ISM services prices-paid reading and the November 12 CPI — and both can move without the Committee saying a word.
Analysis & Opinion
Credit Spreads Stay Tight Even as Energy Costs Reach Corporate Margins
Investment-grade spreads held near 88 basis points and high yield near 290 this week even as S&P 500 guidance turned cautious on energy costs — a gap that prices a soft landing the oil market is not yet granting.