China helped drag the global economy out of the 2008 recession, but will it be able to do the same in 2020? Plus, is the IMF correct about US GDP?

This article discusses stock market performance following a weak manufacturing PMI and negative CEO sentiment, and the bear market checklist.

Who has a better read of the economy, consumers or economists? Plus, we discuss real income growth, retail sales growth and implications for slowdown.

The stock market is near record highs, yet investor sentiment is terrible. The soft data signals the economy is weak, but what does the hard data show?

The JOLTS report showed sequential weakness plus we discuss the impact on future rate cut expecations and is the Fed listening to market or vice versa?

Small business confidence index shows firms are optimistic which is a sharp difference from the negativity expressed by CEOs in the Conference Board survey.

CEO expectations for the next 6 months of economic growth are very low while the NBER is late to call recessions. So are we already in a recession?

Considering the weak PMI employment, the September BLS was weak enough to allow the Fed to cut rates, but strong enough to ward off fear of a recession.

The declines in both ISM reports pushed the futures market to expect two more rate cuts in 2019, bringing the potential total to four cuts in 2019.

Of all the news events in October it’s surprising that the cause of volatility was the ISM manufacturing report since it told us what we already knew.