paid Bond Market • 2 min read Bond Vigilantes Running Into Some Resistance The 10-year US Treasury bond yield continues to run into resistance around 4.25%, which was last year's…
paid Week Ahead • 2 min read The Economic Week Ahead: August 14-18 This week is packed with July's composite cyclical indicator releases which should ease fears that economic growth might…
paid Inflation • 2 min read Inflation Remains On Downward Trend The FOMC can take the rest of the year off. The federal funds rate is now restrictive enough to bring…
public China • 1 min read China Exporting Deflation to US The US doesn't have to experience a recession to bring inflation down if China's export prices…
paid Week Ahead • 2 min read The Economic Week Ahead: August 7-11 Everyone hold your breath: The next BIG inflation number will be July's CPI (Thu). It could be troublesome…
public Productivity • 1 min read Upside Productivity Surprise Subdues Inflation, Maybe Wow! This morning's Q2 Productivity and Costs report was surprisingly good, but a bit hard to believe. Nonfarm…
public GDP • 2 min read The Bull Deserves A Rest The bull market's winning streak ended today. The Dow closed higher for 13 straight sessions through Wednesday, its…
paid Inflation • 2 min read US Disinflation Is Made In China It's not quite the great fall of China. However, something is definitely wrong with China's economy.…
paid Inflation • 1 min read Sunny Day Today was a sunny day for stocks and bonds following a few stormy days. That's even though two…
public Week Ahead • 2 min read The Economic Week Ahead: July 10-14 This week is jampacked with June's inflation indicators. On balance, they should show that inflation continues to moderate.…
public Europe • 2 min read Eurozone Is In a Recession Greetings from Dubrovnik! My wife and I started our vacation in Croatia last Thursday. We will be back in the…