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The Yield Curve Moving Above 3% Isn’t That Big of a Deal At All For The S&P 500
Unbeknownst to no one, the yield curve bumped above 3 percent this past week. The “psychologically” important threshold hasn’t spooked the s&p 500 (yet?), but the news hasn’t been met by the...
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Everyone Keeps Saying Wages are Too Low – You’re All Wrong
It’s jobs week. And this week’s jobs figure and unemployment rate stat could move the markets more than most. The market expects the month-over-month jobs figure to come in at 193k, a rebound from...
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Funny How Inflation in 2018 Requires the Fed to Act, but Not in 2012
This week we gained two pieces of inflation information – the Consumer Price Index (CPI) and the Producer Price Index (PPI). Both measures provide insight into where inflation has been in recent...
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The NBA’s Chumps and Wise Ones
The NBA finals are upon us, a repeat of the 2017 finals in which the Warriors dominated the overwhelmed Cavaliers. This year may prove a similar outcome. Out of curiosity, given that there are at...
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Inflation Is Close To The 3% Deleterious Level For Stocks
The longer inflation remains subdued, the longer this expansion lasts. The question here is simple – Are equities over- or undervalued with current inflation values? Here’s a look....
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Is Trump the Best Economic Growth President Ever? Yuge (Global) GDP Analysis
The question is a bit of a misnomer. Economic growth was much stronger during, for example, the wild, wild west days. But, is Trump the best economic growth president in the modern era (i.e. since...
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Housing Has The Recession At Least 3 Years Off
Housing took center stage this past week. Housing starts, new and existing home sales, and Case-Shiller home prices gave us an idea of what the American housing market looks like. Question: If you had...
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Wonder Why The Younger Generation Is Unhappy? Part Of It Is Because They Have...
Hotly debated among demographers today is the happiness of the younger generation. Some analysts point to lower income. Others point to the decline of marriage. Others point to the harmful effects...
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The Fed Has A Party Bias, But Question Is How Well They Hide It?
Unless a rock has subsumed you, you’re aware of the battle between President Trump and the Federal Reserve. Does President Trump have a point? Is the Fed an independent observer or does the institution...
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Sorry Dems, No Recession Until After 2020
This article was written on July 4th 2018 and has not been edited since then? How do you think the no recession prediction before 2020 did? See the full article below. If you’re a follower of economic...
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