Shelter Inflation

Output Gap Most Negative Since 1980

By
By

This article will pack in as many economic signals as possible without it being too overwhelming. The list below shows 5 groupings of indicators which tell us the likely future performance of the consumer. The situation looks great as 17 out of 18 indicators are favorable and only one is…CONTINUE READING

Housing Market Declines First Time Since 2011

By
By

The most curious part of the economy is that while GDP grew 4.3% in Q2 and consumer sentiment is near a record high, the housing market has weakened. We will delve into the weakness in this article. To be clear, you should try to avoid recency bias in which you…CONTINUE READING

How The Fed Could End The Bull Market

By
By

With the new economic and trade policy policy commentary coming out of Washington seemingly on a daily basis, along with the much discussed stock correction from February, which was caused by the unwind of the short volatility trade, it’s easy to lose track of what the Fed will do in…CONTINUE READING