Record Dislocations In Sentiment & Economy
Which indicator is right about the economy? Stocks and wage growth are higher than bond yields, while businesses and consumers are show different signals.
Read MoreAug 28, 2019
Which indicator is right about the economy? Stocks and wage growth are higher than bond yields, while businesses and consumers are show different signals.
Read MoreAug 2, 2019
We don’t usually discuss minute market movements, since we are focused on cyclical and long term secular economic trends, but this week was strange.
Read MoreMay 31, 2019
With the first revision to Q1 GDP, we got a reminder that the report wasn’t good. Specifically,...
Read MoreMar 21, 2019
At its March meeting, the Fed did exactly what most prognosticators expected it to do as it didn’t...
Read MoreMar 20, 2019
It’s no secret the stock market has had a great first quarter despite the economic slowdown. The...
Read MoreMar 13, 2019
The all important February CPI report showed both headline and core inflation fell. That partially...
Read MoreJan 31, 2019
The Fed formalized its dovish turn, that it started making after its rate hike in December, in its...
Read MoreNov 27, 2018
There have been numerous housing reports which have missed estimates in the past few months. It’s...
Read MoreAug 20, 2018
The longer American growth outperforms other international nations in rate of change terms, the...
Read MoreJul 17, 2018
As of the May PCE report, core inflation is at the Fed’s target of 2%. The PCE report is usually...
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