The 10 year Treasury Note yield fell 13 basis points last week, a move that would not normally rate any mention whatsoever, but the path of...
The Best And Worst Performing Assets Of January 2024 Despite the S&P hitting multiple all-time highs toward the end of the month, January...
The Conference Board’s confidence index is up, following U.Michigan’s survey of sentiment. Figure 1: University of Michigan Consumer Sentiment (blue),...
The financial commentariat first started to worry about recession in April of 2022 when the spread between the 10-year Treasury rate and the 2-year Treasury...
One of the mysteries of recent times has been the divergence between conditions (say, as measured by the Misery Index) and measured consumer sentiment....
The fast-food giant recently improved its burgers and its new offering celebrates that.
Change Chief Production Officer Jon Irvine describes how the company plans to navigate the next five years amid higher interest rates, a growing affordability...
Levels of consumer confidence can signal people’s future spending plans and the likely impact on the economy.
And will the vibecession ever end?
In February 2023, we wrote Janet Yellen Should Focus On HOPE. The article walks through Michael Kantrowitz’s HOPE model. HOPE, or Housing, New Orders...
What is the "wealth effect," and why is it important? It is a great question and reminded me of "A Funny Thing Happened on the Way...
BoJ has subtly removed the 1% “hard-capped” upper limit of the 10-year JGB yield which suggests an imminent end to YCC may come sooner than expected....
BoJ has subtly removed the 1% “hard-capped” upper limit of the 10-year JGB yield which suggests an imminent end to YCC may come sooner than expected....
BoJ has subtly removed the 1% “hard-capped” upper limit of the 10-year JGB yield which suggests an imminent end to YCC may come sooner than expected....
BoJ has subtly removed the 1% “hard-capped” upper limit of the 10-year JGB yield which suggests an imminent end to YCC may come sooner than expected....
Here's a good visual of the K-shaped recovery from the pandemic. This is top the 1/3 in income versus the bottom 1/3 (terciles). The K would...
UMich Inflation Expectations Exploded Higher In October: "Consumer Frustration Appeared Everywhere" In its preliminary October data, UMich...
Title of last Conference Board post on the index reads: “Expectations Index Declined for the Second Straight Month, Sinking Back Below Recession Threshold”....
The Bud Light boycott has been very effective but right-wing activists may not be as successful when they try to duplicate that success.
The Bud Light boycott has been very effective but right-wing activists may not be as successful when they try to duplicate that success.
The key reports this week are the advance estimate of Q3 GDP and September New Home sales. Another key indicator is Personal Income and Outlays and...
US Now that Fed Chair Powell signaled that the Federal Open Market Committee will keep rates on hold at the next policy meeting, Wall Street will...
PwC Finds One-Third Of Britons Plan To Slash Holiday Spending A new PricewaterhouseCoopers LLP survey reveals nearly a third of British consumers...
Our first look at October numbers. Similar to the consumer sentiment report, we did see a down tick from last month and the survey did go...
Record 49% Of Americans Say "High Prices Are Eroding Living Standards"; UMich UMich inflation expectations soared in preliminary October data,...
Futures Jump To Highs After Solid Bank Earnings As Gold, Treasuries Soar On Imminent Gaza Invasion US equity futures reverased earlier losses,...
US This week will deliver a make-or-break moment for Fed rate hike expectations. The main event will be the September inflation report. Expectations...
Consumer discretionary stocks to watch in the stock market now. The post What Stocks To Buy Today? 2 Consumer Discretionary Stocks To Watch appeared first...
German consumer confidence decelerates German inflation expected to fall to 4.6% The euro has extended its losses on Wednesday and has declined close to...
A perennial challenge with China’s growth model has been overly high investment spending relative to GDP and unusually low consumer spending, something...