público
What Are We Rooting For?
On Tuesday, the stock market sold off on fears of a hard landing. On Wednesday, the market rallied on better-than-expected…
Recession
71 posts
público
pagado
Is Santa Making A Comeback?
Stock prices rebounded solidly from yesterday's selloff. Better-than-expected news from Nike and FedEx helped reduce fears of a…
público
Fireworks Before Christmas?
Santa is on his back foot. Fed Chair Powell's presser was hawkish last Wednesday. Thursday's batch…
pagado
Looking Forward to 2024!
There's certainly lots of pessimism about 2023. That's the bad news. We certainly aren't…
público
The Economic Week Ahead: Dec. 19 - Dec. 24
Last Tuesday's good CPI news wasn't good enough according to Fed Chair Jerome Powell. In his…
pagado
Retail Sales Clobber Stock Prices
Yesterday, Fed Chair Jerome Powell was more hawkish than expected. He reiterated that the Fed needs to be more restrictive…
pagado
The Economic Week Ahead: Dec. 12-16
All we want for Christmas is a lower-than-expected November CPI (Tue.) and a less hawkish press conference (Wed.) by Fed…
pagado
Fork In The Road
It was another day of recession jitters in the stock market as the CEOs of Bank of America and Wells…
público
Yearend Jitters
The stock market has the jitters as investors worry that the economy may be too strong and too weak at…
público
Soft Landing
The bears disparaged yesterday's stock market rally claiming that Fed Chair Jerome Powell's speech at the…
público
Most Widely Anticipated Recession Ever
Our contrarian instincts give us more confidence in our “growth recession,” or “mid-cycle slowdown,” scenario. A recession next year would…
público
Yield Curve Spread Signaling Rate Peak
The yield curve spread between the 2-year US Treasury note and the 10-year US Treasury bond is a leading indictor…
