paid Bonds • 2 min read Bond Yield Returning To Normal The 10-year US Treasury bond yield continued to rise today, yet stock prices rallied led by the MegaCap-8 stocks. The…
paid LEI & CEI • 2 min read Bond Prices Go Drip, Drip, Drip The 10-year US Treasury bond yield rose above 4.00% at the beginning of August on better-than-expected economic data. It…
paid China • 2 min read China: Desperately Seeking a New Engine The Chinese are providing American consumers with cheaper goods. By doing so, the Chinese are increasing the purchasing power of…
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.…