This report has a smorgasbord of topics, including the latest Fed meeting, thoughts on market performance around Fed cycles, the blowout January jobs report, corporate earnings, and the relationship between bond yields and stocks. Strap in. For our detailed commentary on the January Federal Open Market Committee (FOMC) meeting, see this from our posting last Wednesday. The net is that Fed Chair Jerome Powell was very clear that the Committee's bias is against initiating rate cuts as soon as the March FOMC meeting. Friday's release of the Bureau of Labor Statistics (BLS) jobs report for January likely cemented a later ... (full story)