Commentary will resume with a 2024 outlook on December 29. Overview: The dollar is trading with a firmer bias today ahead of the outcome of the FOMC...
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...
Democrats should start worrying about the level of debt and the increasing deficit. I previously discussed this issue when President Obama held the White...
After hiking rates by 5.25% since March 2022, the Fed is in a wait-and-see period, commonly deemed a pause. Since the Fed started hiking rates, inflation...
It's that time of the year where Wall Street polishes up their crystal balls and pin targets on the S&P index for the upcoming year. As...
In October, the markets were down 10% from the July high, bond yields were touching 5%, and talk of a coming recession was rampant. What happened?...
I previously discussed a slate of recessionary indicators with high correlations to recessionary onsets. However, as we head into 2024, many Wall Street...
A recent warning by YahooFinance warns investors to sell their cash and buy bonds and stocks now as the Fed pauses. To wit: "Get out of...
NAIOP hosted a Texas summit meeting in Dallas last week for members of our Austin, Houston, and North Texas chapters to discuss the major issues facing...
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...
For thousands of years, civilization has benefited from some form of globalization. Historians may point to the establishment of the Silk Road in the 2nd...
In 2023, the financial markets demonstrated cautious optimism, navigating ongoing global recovery efforts, the complexities of inflationary pressures,...
- by New Deal democratAll of the remaining 2023 data - housing sales and construction, and personal income and spending, as well as the Index of...
In my final video insight for the year, I wanted to share some potentially exciting news for all you small cap stock enthusiasts out there. I...
This Crime Data Is Not Real Authored by Jeffrey Tucker via The Epoch Times, Headlines in recent weeks blared that crime is down, all based...
Many countries still plan to increase fossil fuel production in the coming years and are offering big subsidies. Negotiators have their work cut out for...
Futures Flat Ahead Of Closely Watched Powell Speech US equity futures are flat following a torrid 7-day rally, the longest since 2021, and...
* Banks report tighter lending standards * IMF raises China GDP forecast for 2023 to +5.4% * 20% of US offices vacant and WeWork bankruptcy won’t...
The following headline from a July 2020 CNBC article is stunning: Here's why economists don't expect trillions of dollars in economic stimulus to create...
The Bureau of Labor Statistic (BLS) released new jobs data on Friday. According to the report, seasonally adjusted total nonfarm jobs rose 150,000 jobs in...
East Hanover, NJ – November 3, 2023 – Experts reported little change in October’s employment indicators, as people with disabilities extended their...
The recent #MacroView blog noted economists are increasingly confident the economy will avoid a recession. Such is due to strong job and retail sales data....
Swiss inflation unchanged at 1.7% The Swiss franc has edged higher on Thursday. In the North American session, USD/CHF is trading at 0.9064, down 0.17%....
The quality of the office environment significantly affects work efficiency and worker health. Therefore, creating and maintaining an optimal built environment...
The Writing’s On The Great Wall For A China Crash Authored by James Gorrie via The Epoch Times (emphasis ours), As the saying goes, if...
The Japanese automaker is making big moves in one U.S. state.
While often difficult, investing rules can help us maintain our focus and investment discipline in volatile or uncertain markets. This year, such has certainly...
Eurozone Economy Shrinks For First Time Since COVID, Inflation Tumbles... But EUR Rallies After the BoJ's malarkey overnight, it was Europe's...
Eurozone Economy Shrinks For First Time Since COVID, Inflation Tumbles... But EUR Rallies After the BoJ's malarkey overnight, it was Europe's...
Year-End Stock Rally Rests On Liquidity & Earnings Authored by Simon White, Bloomberg macro strategist, A recovery in US stocks into...