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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…

Both the bearish and bullish cases for the stock market currently boil down to how the economy responds to the…

More persistently pernicious inflation than expected is at the root of the financial market’s bearish sentiment. Revenues, profit margins,…

The financial markets have been laser focused on inflation news this year, and are bracing for the next couple of…

The latest economic indicators suggest that the economy is doing better than expected—supported by consumer spending but dragged down…

We’re in a period of global gloom, with pessimism blanketing different countries for different reasons. In the US, measures…

Fed Chair Powell seems to be channeling his 1970s predecessor Paul Volcker—who masterfully tamed high inflation amid a severe…

Fed Chair Powell has put the kibosh on financial markets’ wishful thinking that the Fed will start easing monetary policy…

Keeping track of whether Fed Chair Powell is dovish or hawkish is making us dizzy. His latest clues—dropped at…

The economic slowdown so far this year is not the game-changing “official” recession so widely feared. Waiting and waiting for…