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Foul Moods
The S&P 500 fell 1.6% today mostly because First Republic's earnings report reminded investors that…
Consumer
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The Economic Week Ahead, Feb. 27 - Mar. 3
The economic indicators this week are likely to confirm that the economy is experiencing a rolling recession. Single-family housing is…
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Two Too-Hot No-Landing Indicators Hit Markets
The stock and bond markets reacted badly to today's stronger-than-expected personal income data and hotter-than-expected PCED. Is the…
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The Economic Week Ahead, Feb. 21-24
The holiday-shortened week is a light one for economic indicators. The BIG number will be January's PCED inflation…
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Born To Shop & Fly
We aren't that surprised by the 3.0% m/m jump in retail sales reported today. When January&…
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The Economic Week Ahead, Feb. 6 - 10
The FOMC's blackout period ended on Friday. So we can look forward to lots of chatter from the…
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US Consumers Depress Stock Investors
Bond prices rallied and stock prices fell on renewed worries about a consumer-led recession following the release this morning of…
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The Economic Week Ahead, January 17-20
We expect that more of the Fed's talking heads will be talking this week about monetary policy perhaps…
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Is The Service-Providing Economy Cooling Off?
Consumers have cut back on spending on goods because they went on a goods-buying binge on them during 2020 and…
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Fork In The Road
It was another day of recession jitters in the stock market as the CEOs of Bank of America and Wells…
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Soft Landing
The bears disparaged yesterday's stock market rally claiming that Fed Chair Jerome Powell's speech at the…
