Weaker Returns Coming In 2020?
Consumers weren’t as relatively optimistic in the recent Conference Board survey as the ECRI leading index had the highest yearly growth in about 17 months.
Read MoreDec 2, 2019
Consumers weren’t as relatively optimistic in the recent Conference Board survey as the ECRI leading index had the highest yearly growth in about 17 months.
Read MoreNov 29, 2019
The recent PCE report supported the narrative that the economy is in a slowdown as there was weakness in income growth, consumption growth, and inflation.
Read MoreNov 27, 2019
Boosted Q4 GDP growth tracking estimates may actually rise too far because October might not be repeated for the rest of the quarter.
Read MoreNov 26, 2019
Negative economic reports have been ignored by the market which has rallied higher even though business investment is falling.
Read MoreNov 25, 2019
If this becomes a trend, the manufacturing recession is on its way to being over and 2020 economic growth will show improvement.
Read MoreNov 24, 2019
The labor market is less dynamic and leading indicators index is close to signaling a recession if data continues to weaken.
Read MoreNov 21, 2019
Global markets are correlated in the short term, but diverge over time. Weak Q4 GDP growth could be a negative catalyst if no rate cuts are planned.
Read MoreNov 20, 2019
The S&P 500 is overbought and due for a correction based on a few indicators and is the consumer weakening at the exact worst time of the year?
Read MoreNov 19, 2019
Everyone is following the recent price action with positive predictions for 2020, however narratives are centered largely on what has happened in the past.
Read MoreNov 18, 2019
Stocks are rallying while estimates for Q4 GDP growth have fallen below 1%. This article discusses which one is right and wrong.
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