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James Picerno
US GDP Forecast Remains Close to Stall-Speed Pace for Q1 By James Picerno - 5 hours ago

The recent downshift in estimates for US economic output in the first quarter persists, based on the revised median nowcast for a set of analytics compiled by CapitalSpectator.com. The sluggish...

Ed Yardeni
Trump Turmoil 2.0 Raises Odds of a Recession By Ed Yardeni - Mar 17, 2025

We haven’t had to change our subjective probabilities for our three alternative economic scenarios for quite some time. We are doing so today and may have to do so more frequently in coming months or...

Lance Roberts
Stupidity and the 5 Laws Not to Follow By Lance Roberts - Mar 16, 2025

Human stupidity is the one thing you can rely on in financial markets. I recently read a great piece by Joe Wiggins at Behavioral Investment, which discusses why “Investing is hard.” The entire...

James Picerno
Looking for Safe Havens During a Stock Market Correction By James Picerno - Mar 14, 2025

The S&P 500 fell on Thursday, March 13, closing 10.1% below its previous peak – a decline that many analysts define as a “correction,” which is a slide ranging from 10% to 20%. A “bear market,”...

James Picerno
Can America’s Resilient Economy Endure Trump 2.0? By James Picerno - Mar 11, 2025

As new presidential terms go, this one’s off to a rocky start for the economic outlook, thanks largely to disruptive tariff plans that risk triggering a global trade war. Perhaps most surprising is...

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