Largest Decline In Consumer Comfort Index Since 2008
This article discusses the health of the consumer, rise in delinquency rates and the decline in consumer confidence and implication for holiday shopping.
Read MoreNov 15, 2019
This article discusses the health of the consumer, rise in delinquency rates and the decline in consumer confidence and implication for holiday shopping.
Read MoreNov 14, 2019
Central banks have done coordinated rate cuts increasing potential for a 2020 synchronized global expansion, but is growth and inflation already peaking?
Read MoreNov 13, 2019
Stocks do well when the manufacturing PMI is low and poorly when it is high. That increases the probability that stocks could underperform in 2020.
Read MoreNov 12, 2019
A low percentage of consumers named the economy as the top issue. Could this be a contrarian indicator for financial markets?
Read MoreNov 11, 2019
This article reviews the multiple indicators sending conflicting signals. Investors see a global cyclical expansion in 2020, but is it already priced in?
Read MoreNov 8, 2019
Nominal GDP growth is expected to rebound in 2020, but there is very little evidence real growth will be strong in Q4 2019.
Read MoreNov 7, 2019
By some measures the US stock market is in a euphoric state and by others it is mildly overbought. Which indicator is accurate?
Read MoreNov 6, 2019
Both the manufacturing PMIs were in line, but the service sector PMIs diverged whereby one was quite terrible, while the other showed a healthy improvement.
Read MoreNov 5, 2019
This article reviews an interesting healthcare correlation, upcoming Christmas shopping season, and one of the primary reasons home prices have increased.
Read MoreNov 4, 2019
The biggest criticism of this October jobs report is it was boosted by leisure and hospitality which is the lowest paying industry.
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