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DEEP DIVE: Captain America!
US Economy: Superhero.
Like Captain America, the American economy seems to have an indestructible shield. The Fed has raised the…
Deep Dive
99 posts
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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…
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DEEP DIVE: What's Driving Bonds?
In his interview Thursday with Bloomberg’s David Westin at the Economic Club of New York, Fed Chair Jerome Powell…
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DEEP DIVE: Slicing & Dicing Inflation
Most economists, including Debbie and me, believe that if the data don’t support our forecasts, then there must be…
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DEEP DIVE: What's Behind the Recent Bond Rout?
Why did the 10-year Treasury bond yield soar from 3.97% on July 31 to 4.81% on October 3…
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DEEP DIVE: The Debt Crisis Scenario
Debt Crisis I: A Plausible Scenario?
“We’re going to have a debt crisis in this country,” Ray Dalio, the…
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DEEP DIVE: Everyone's Making Semiconductors
Large tech companies have been jumping into the semiconductor industry. Amazon, Google, Tesla, and others have developed semiconductors for use…
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DEEP DIVE: Inflation: The 1970s Again?
US Economy I: Raising Odds of a Recession a Tad
On July 31, Debbie and I lowered our odds of…
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DEEP DIVE: S&P 500 Forward Earnings Remains On Recovery Road
The stock market rallied from Friday through Wednesday despite Fed Chair Jerome Powell’s hawkish speech at Jackson Hole on…
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DEEP DIVE: Misleading Economic Indicators?
While we await Fed Chair Jerome Powell’s Jackson Hole speech on Friday, which is bound to impact the financial…
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DEEP DIVE: Here Are Five Bearish Arguments That Haven't Worked So Far
Let’s revisit our upbeat response to the most frequently cited reasons to be worried about a recession:
(1) Falling…
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DEEP DIVES: Inflation, Symmetry & Shockwaves
Inflation tends to be a symmetrical phenomenon. It tends to come down as quickly or as slowly as it went…
