Recession
71 posts
Housing: Multi-Family Boom vs Single-Family Bust
Single-family housing activity is falling into a recession. Single-family housing starts fell 29.5% ytd through October. Housing downturns have…
Industry Analysts Cutting S&P 500 Earnings
The following is an excerpt from our November 9, 2022 Morning Briefing.
Industry analysts have yet to get the recession…
Small Business Owners Have Some Bad News
The National Federation of Independent Business (NFIB) released its October survey of small business owners today. They remain pessimistic about…
S&P 500 Earnings Estimates Are Falling
Industry analysts who cover the S&P 500 companies are responding to the current earnings reporting season for Q3-2022…
Another Weak Regional Business Survey
With the exception of the 2.6% (saar) increase in Q3's real GDP, the other more forward-looking economic…
The Housing Recession Deepens
Fed officials have described the housing downturn as a "correction." For example, in an October 6 speech, Fed…
No Recession In Banking & Production
The S&P had another good day today following relatively upbeat reports from the banks about their business. The…
The Economic Week Ahead, Oct. 17-21
Investors will focus on this week's batch of Q3 earnings reports and forward earnings guidance from Corporate America.…
The Economic Week Ahead, October 10-14
Monday is Columbus Day and the bond market will be closed. But stock investors can start the week worrying about…
Another Awful Risk-Off Week
The bad news for the stock market this past week actually started on September 16 in the morning after FedEx…
TINA-TAR: There Is No Alternative To A Recession?
The financial markets seem to have concluded that Fed Chair Jerome Powell has decided to go Volcker on us. During…