paid Inflation • 2 min read Anatomy Of The Bond Yield We expect that the 10-year US Treasury bond yield will remain rangebound between 4.00% and 5.00% for the…
public Market Call • 3 min read Market Call: From Dow 40,000 To Infinity & Beyond The Dow Jones Industrial Average closed above 40,000 on Friday for the first time. It's on track…
paid Housing Market • 2 min read The Economic Week Ahead: May 20 - 24 The week ahead is a light one for economic reports. The focus is mostly on the housing sector, which is…
paid Deep Dive • 4 min read DEEP DIVE: Consumers Running Out of Excess Saving. Will They Drop Or Continue To Shop? Bears have been growling since mid-2022 that the US consumer will soon be “tapped out” of the excess savings accumulated…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 5/16/24 Today, we look at cracks in the story that consumers are cracking. Crack proponents expect consumers to start saving more…
paid Manufacturing • 2 min read Bad News About Goods Is Good News For Bonds & Stocks The Dow is flirting with 40,000 currently, confirming that good news is good news and bad news is also…
paid Inflation • 2 min read Inflation's Puzzle Pieces Painting Bullish Picture The S&P 500 rose to a new record high of 5308.15 following today's economic numbers.…
public Fiscal Policy • 2 min read The Blob Keeps Growing. So Why Aren't Bond Yields Soaring? The federal deficit narrowed a bit to $1.63 trillion over the 12 months through April (chart). However, over the…
paid Earnings Season • 2 min read Market Call: Sharp U-Turn The S&P 500 bottomed most recently on April 19 at 4967.23, rising to 5222.68 on Friday.…
public CPI • 3 min read The Week Ahead: May 13 - 17 The week ahead is jampacked with economic indicator releases. The big ones are for inflation, retail sales, and production. They…
paid Deep Dive • 4 min read DEEP DIVE: The Causes of Recessions & Bear Markets, a Recap There are three ways that recessions typically are triggered: 1) a monetary-tightening-induced financial crisis turns into a credit crunch; 2)…