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Last week brought plenty of affirmation for stock-market bulls, with lots of favorable data releases and a less hawkish-sounding Fed…

The global financial markets are reflecting expectations for an improved global economy, and the US stock market is siding with…

Brace yourself for December’s Leading Economic Indicators and Coincident Economic Indicators coming out today. They are likely to trigger…

Consensus economic views seem to be mostly pessimistic. Big bank CEOs are preparing for a mild recession. Americans are skittish…

We still see greater odds that the economy will glide to a soft landing (60%) than plummet to a hard…

With last year thankfully behind us, we take stock of what could go both wrong and right for the economy…

A few choice negative words about consumer spending prospects from a few high-profile bank CEOs tripped up the S&…

We’ll be glad to put this year behind us—pessimism reigned as inflation raged, the Fed tightened, and investors…

The consensus is now bracing for a 2023 recession that tempers inflation and ends the Fed’s reign of tightening…

Economic recessions invariably produce earnings recessions, but earnings slowdowns and downturns can occur without economic recessions: Nominal GDP and revenues…

For a variety of reasons, there’s a severe mismatch between the demand for and supply of labor in the…

The bear market has clawed 30% out of stock valuations, returning the S&P 500’s forward P/E…