D. H. Taylor Analysis

D. H. Taylor Analysis

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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…
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D. H. Taylor
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?
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D. H. Taylor
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.
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D. H. Taylor
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…
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D. H. Taylor
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
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D. H. Taylor
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.
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D. H. Taylor
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
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D. H. Taylor
Gold Surges Driven Central Bank Printing Presses
Gold is on the cusp of clearing its previous all-time high from a few weeks ago. With world central banks having printed as much money as they did, gold…
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D. H. Taylor
House Price Inflation Continues To Decline
Housing price pressures were the lion's share of post-COVID inflation. Home price growth continues to decline because of higher interest rates.
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D. H. Taylor
9:59
An Inverted Yield Curve And What The Market Is Expecting
The yield curve remains inverted. The bond market is conveying its expectations via this: What this means for the bond market.
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D. H. Taylor
12:38
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