D. H. Taylor Analysis
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The AI Trade Is Under Assault
This summer has seen a slew of reports suggesting the AI trade is a bubble. If it is, and it bursts, what remains of the economy and the stock market?
Sep 30
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D. H. Taylor
Is The Economy Faltering, And With That The Stock Market?
The Fed is moving, and here is the one key economic indicator to watch for that will also push the stock market
Sep 22
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D. H. Taylor
3
Weak Jobs, But Stocks Will Soar... so will inflation
The Fed has signaled it will lower rates. Inflation is already edging higher, and a rate decrease will push that pace.
Sep 8
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D. H. Taylor
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2
August 2025
Hot Inflation Tames Rate-Cut Expectations
Inflation is climbing and will continue to do so. In the meantime, the pressure on the Fed will push them to lower rates—inflation will worsen from this
Aug 18
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D. H. Taylor
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1
Seismic Week For Economy & Market
A virtual Olympics of economic data, events, and geopolitical events just occurred this past week: Here is what is next, and what to expect.
Aug 4
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D. H. Taylor
1
1
July 2025
M2 Money Supply Continues To New Highs
If you want to know what is happening with the economy, and by extension, the stock market, watch the growth rate of the money supply: It's still…
Jul 22
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D. H. Taylor
2
Increasing Prices & Employment And The Fed
Employment data showed continued strength, and now inflation data is showing upward pressure; can the Fed really lower rates?
Jul 15
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D. H. Taylor
1
2
The Fed And Long-Term Interest Rates
The Federal Reserve is shifting short-term interest rates. But, long-term interest rates will go the opposite direction.
Jul 2
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D. H. Taylor
1
1
22:13
June 2025
Oil Markets Drop: Here's what to expect next
Oil prices have plummeted back down on the Iran/Israel cease-fire deal, along with the Federal Reserve's hinting at lowering interest rates—It's been a…
Jun 25
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D. H. Taylor
2
1
Retail Sales Slow—This will be a concern eventually
The world is focused on the Iran & Israeli tensions. In the background, retail sales showed weakness which will be an issue eventually
Jun 17
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D. H. Taylor
2
14:16
Oil Prices Surged—Now To Play The Move Down
Middle East tensions drove oil prices up rapidly. But the move is unsustainable. Here's what's next for oil prices.
Jun 16
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D. H. Taylor
3
8:46
Markets This Week: The Calm After The Storm
The markets moved swiftly on the Israel/Iran attacks. Here is how I am playing the latest geopolitical events
Jun 15
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D. H. Taylor
3
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