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DEEP DIVE: Fiscal Policy - A Trillion Here, a Trillion There
We have been on Wall Street as economists and strategists for more than 40 years. Over that entire period, doomsters…
Deep Dive
93 posts
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DEEP DIVE: Artificial Intelligence - Everything Everywhere All At Once
The announcements have come fast and furiously. Anyone who has anything to do with AI is broadcasting it to the…
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DEEP DIVE: A Baby-Boom Theory of the Tight Labor Market
The persistently strong demand for labor has surprised everyone from soft landers to hard landers. Fed officials are flummoxed. They’…
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DEEP DIVE: S&P 500 Earnings Season's Greetings
The Q4-2022 earnings season is over. Joe reports that S&P 500 earnings data are out for the quarter.…
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DEEP DIVE: US Economy - Soft, Hard, Or No Landing?
We think we coined “rolling recession” back in the mid-1980s to describe the economic slowdown that many feared would turn…
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DEEP DIVE: The Fed Is Fighting the Markets
Fed officials have indicated that they’d rather see stock and bond prices fall than continue to rise, as they’…
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DEEP DIVE: Who Will Win the AI Search Arms Race?
This week, both Microsoft and Google made announcements touting their artificial intelligence (AI) prowess and plans as they battle to…
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DEEP DIVE: The Fed - Peak Hawkishness?
The FOMC’s two-day meeting ends tomorrow. At 2:00 p.m., the committee will issue its statement, and at…
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DEEP DIVE: Pessimistic Consensus
It’s hard to be a contrarian for very long these days because the consensus seems to change so quickly.…
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DEEP DIVE: The Fed: ‘Moderation’ Is the Word
Bond yields fell and stock prices rose in response to Fed Chair Jerome Powell’s speech today at the Brookings…
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DEEP DIVE: US Is A Net Exporter Of Fossil Fuels
Climate activists believed that if governments were to impose regulations that limit fossil fuel production, fossil fuel prices would rise,…
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DEEP DIVE: Has the S&P 500 Discounted a Hard Landing?
One of our accounts recently asked us to assess the extent to which the stock market has discounted a garden-variety…
