Archive - TMC Research

US Pumps More Oil Than Ever, But The Commodity Is Still Priced Globally

By James Picerno | The Milwaukee Company

Mar 11 • TMC Research | Macro-Markets

Oil Spike May Scramble the Fed’s Policy Script as War in Iran Continues

By James Picerno | The Milwaukee Company

Mar 5 • TMC Research | Macro-Markets

Iran War Risk Still Low for the US Economy — But the Safety Margin May Be Shrinking

By James Picerno | The Milwaukee Company

Mar 3 • TMC Research | Macro-Markets

February 2026

Fed Rate Cuts on Hold, But Liquidity Conditions Still Look Supportive For Stocks

By James Picerno | The Milwaukee Company

Feb 27 • TMC Research | Macro-Markets

Softer Inflation and Expectations for Stronger Q1 Economic Growth Push the Fed Toward a Pause

By James Picerno | The Milwaukee Company

Feb 25 • TMC Research | Macro-Markets

Stock Market’s Hot Streak Is Expected to Cool in the Decade Ahead

By James Picerno | The Milwaukee Company

Feb 17 • TMC Research | Macro-Markets

Updated CBO Outlook Still Flags Deepening Deficits and Rising Fiscal Strain

By James Picerno | The Milwaukee Company

Feb 12 • TMC Research | Macro-Markets

Stocks Grind Higher, But Early Signs of a Defensive Shift Emerging

By James Picerno | The Milwaukee Company

Feb 11 • TMC Research | Macro-Markets

Warsh Nomination To Fed Introduces New Uncertainty For 2026 Policy Outlook

By James Picerno | The Milwaukee Company

Feb 4 • TMC Research | Macro-Markets

The US Dollar’s Slide Has Been A Tailwind For Investing In Foreign Markets

By James Picerno | The Milwaukee Company

Feb 2 • TMC Research | Macro-Markets

January 2026

The World’s Debt Alarm Is Ringing—Will Treasuries Hear It Next?

By James Picerno | The Milwaukee Company

Jan 27 • TMC Research | Macro-Markets

Estimating Market Risk By Comparing Fundamentals With A Performance Based Indicator

By James Picerno | The Milwaukee Company

Jan 22 • TMC Research | Macro-Markets

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