pagado Deep Dive • 2 min read DEEP DIVE: A Very Brief History of Recoveries & Expansions How much longer might the current economic expansion last? That remains a widely disputed question. The debate started between the…
pagado China • 3 min read What Is Powell Thinking? This question was partially answered yesterday in a speech by Fed Governor Christopher Waller: "This cycle, however, with economic…
pagado Retransmisiones por vídeo - 1 minuto Dr Ed's Video Webcast 1/17/24 The runaway inflation of the 1970s was whipped only after Paul Volcker took over as Fed chief, doing the deed…
público Crude Oil • 2 min read Loose Houthis Can Sink Ships Chevron CEO Michael Wirth warned yesterday in a CNBC interview that the Red Sea crisis could disrupt oil supplies and…
pagado Market Call • 2 min read Market Call: S&P 500/400/600 Are Flying With The Blue Angels Our Blue Angels framework allows us to visualize the stock market equation P = P/E * E in one chart, where…
pagado Week Ahead • 2 min read The Economic Week Ahead: January 16-19 Last week had plenty of indicators that allowed us to assess the latest readings on US inflation: It is continuing…
pagado Inmersión profunda - 6 min leer DEEP DIVE: The True Story About Long & Variable Lags In Monetary Policy How long is the lag between monetary policy tightening and recessions? In the past, the answer to that question depended…
pagado Inflación - 2 min read There's Always Something To Worry About The stock and bond markets are marking time. They might continue to do so during the first half of this…
público CPI • 2 min read This Week: January 8 - 12 The second week of the month tends to be light on economic releases compared to the other weeks of the…
pagado Retransmisiones por vídeo - 1 minuto Dr Ed's Video Webcast 1/10/24 The point between Fed tightening and easing is a good time to reconsider the widely accepted long-and-variable-lags theory of monetary…
pagado S&P 500 Earnings • 2 min read Fourth Quarter's Earnings Reporting Season Begins The new year is about to begin with an earnings reporting season for the last quarter of the old year.…