paid Fiscal Policy • 3 min read Stock Prices Are Jumping Again After the stock market closed on Friday, Moody’s reduced the US government's credit rating from “stable” to…
paid Inflation • 2 min read The Economic Week Ahead: November 13 - 17 The third week of the month tends to be action packed with key economic indicators. This week's batch…
paid Deep Dive • 5 min read DEEP DIVE: Captain America! US Economy: Superhero. Like Captain America, the American economy seems to have an indestructible shield. The Fed has raised the…
paid Bond Market • 2 min read Powell Is Still Calling The Shots The bid-to-cover ratio is the dollar value of bids compared with the dollar value of debt offered. Falling bid-to-cover ratios…
paid S&P 500 • 2 min read Weakening Global Economic Growth Is A Mixed Bowl Of Nuts We are still aiming for 4600 on the S&P 500 before the end of this year. That'…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 11/8/23 Last week brought epic rallies in both the stock and bond markets. We think the stock market’s correction is…
paid Crude Oil • 2 min read Oil's Slippery Slope The NYMEX nearby futures price of a barrel of crude oil peaked this year at $93.68 on September 27.…
public Productivity • 1 min read SLOOS Shows Looser Credit Conditions The Fed may not be as almighty as Fed officials believe. The FOMC has raised the federal funds rate aggressively…
paid Market Call • 2 min read Market Call: Spotting Reindeers Last week was a wild one for sure in the bond and stock markets. The bond yield plunged and stock…
paid Week Ahead • 2 min read The Economic Week Ahead: November 6 - 10 It's a light week for US economic indicators. However, the FOMC's blackout period is over, so…
paid Deep Dive • 2 min read DEEP DIVE: Inflation - Beware of the Devil in the Details Investors have been spooked by inflation since Halloween 2021 as the CPI soared to peak at 9.1% during June…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 11/1/23 We recently raised our subjective odds of a US recession before year-end 2024 from 25% to 35% mostly because the…