
Please try another search
I have three items to discuss in this week’s post.The first item is an announcement made by the BLS on Tuesday regarding upcoming changes to how the CPI for Health Insurance will be...
These vital lessons from Brian Feroldi can transform your investment journey I have handpicked 5 lessons to share with you today Let's take a look at each of them, one by one In the hustle and bustle...
Fed officials gather for their annual symposium in Jackson Hole, Wyoming, this week. All eyes will be on Fed Chair Powell’s keynote speech in which he will give his latest views on interest...
This week is marked by non-relevant economic data to report, with the most significant event being the Jackson Hole meeting scheduled for Friday. The speech by Federal Reserve Chairman Jerome Powell...
All the major asset classes fell last week, extending a run of risk-off sentiment of late based on a set of ETF proxies. Investors are struggling to decide if the latest decline is noise or marks the...
The stock market is cyclical and corrections are normal The best way to avoid getting caught up in short-term volatility is to focus on the long term Corrections can be scary, but they are also an...
It’s been clear for some time that US recession risk has been sliding in recent months, but this week’s updates of a widely followed GDP nowcast published by the Atlanta Fed has been...
Is China's crackdown on economic news sufficient for another Big Short? Immortalized by Christian Bale in The Big Short, Dr. Michael Burry is stirring ‘animal spirits’ in the stock market...
Retail sales in the US have been resilient in the first half of 2023, despite concerns about a recession However, there are some warning signs that signal a slowdown in the coming months Earnings from...
Recession forecasts continue to swirl in some corners of the economics profession, but early econometric estimates for third-quarter GDP data suggest that the expansion will persist for now.US output...
Government bonds or stocks: If you were picking an asset class to outperform over the next 18-24 months, which would you choose?Such was an interesting point made by Greg Feirman last week. To...
The LERI shows Q2 2023 ended with the highest level of corporate uncertainty in the last year Retail in the spotlight this week: HD, TGT, TJX, WMT, ROST Upcoming potential surprise:...
Unusual turbulence has overtaken the Credit Ratings world in 2023 Earlier this year, the SVB crisis sparked doubts about Agencies' ability to predict a crisis Now, Moody's and Fitch's subsequent US...
So many of you asked me to do a video on this topic so here it is.
Tax receipts are falling, which has historically preceded economic recessions. In a recent post, we discussed the issue of rising debt levels on economic growth and increasing debt levels. To...