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Yield Curve Spread Signaling Rate Peak
The yield curve spread between the 2-year US Treasury note and the 10-year US Treasury bond is a leading indictor…
Recession
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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…
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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…
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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…
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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…
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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…
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The Housing Recession Deepens
Fed officials have described the housing downturn as a "correction." For example, in an October 6 speech, Fed…
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No Recession In Banking & Production
The S&P had another good day today following relatively upbeat reports from the banks about their business. The…
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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.…
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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…
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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…
