Consumer Confidence

Is Real Fed Funds Rate Peaking?

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Q2 GDP growth was revised higher from 4.1% to 4.2% even though the estimate for real consumption growth was revised lower from 4% to 3.8%. That being said, the consumer had a strong rebound from Q1 and still drove GDP growth to an amazing result. The obvious question is whether…CONTINUE READING

New Risk Resistant Economy

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Recency bias is causing many investors and economists to believe we are in a new era of uncertainty because of the dot com bubble and the 2008 financial crisis. It’s like saying inflation would always stay high after the bout of inflation caused by monetary policy mistakes in the late…CONTINUE READING