The Myth Of A Goldilocks Outlook, No Recession, Low Inflation, & Positive Growth Authored by Law Ka-chung via The Epoch Times, Since...
21 SPAC Companies Go Bust, Wiping out $46 Billion In Equity An increasing number of startups that have merged with special purpose acquisition...
Why Goldman Expects The Most Flawless Fed Landing Ever: S&P 5,100 With GDP Double Consensus, Jobs, & Wage Growth ... Yet 5 Rate Cuts As Inflation...
And will the vibecession ever end?
The Christmas Gift That Keeps On Taking Authored by Michael Maharrey via SchiffGold.com, Two days before Christmas in 1923, Woodrow Wilson...
It Was Meant To Be A Campaign Winner. Has 'Bidenomics' Become A Liability? Authored by Emel Akan via The Epoch Times (emphasis ours), President...
- by New Deal democratSanta showed up with some more gifts in his bag this morning, in the form of a uniformly positive income and spending...
Quick Take A recent examination of the Federal Reserve’s balance sheet reveals a significant trend of quantitative tightening. The balance sheet has...
Biotech stocks, long burdened by concerns over rising yields, are poised for improvement as the 10-year yield may have peaked, signaling a potential upswing...
Fed Backs Self Into Corner Just As Inflation Revives Authored by Simon White, Bloomberg macro strategist, The magnitude of last week’s...
Despite The Gaslighting, Americans Understand Inflation Authored by James Rickards via DailyReckoning.com, Everyday Americans understand...
It’s at least conceivable that gross output is a leading indicator of the economy.” — Peter Coy, Economics Editor, NY Times One of the highlights...
Why Traders Are Refusing To Give Up On The Idea Of A March Fed Rate-Cut Authored by Ven Ram, Bloomberg cross-asset strategist, Despite pushback...
The topics covered on Liberty Street Economics in 2023 hit many themes, reflecting the range of research interests of the more than sixty staff economists...
"This Is Off The Charts": Economist Claims 2024 Will Bring 'Biggest Crash Of Our Lifetime' In US Authored by Jack Phillips via The Epoch Times...
At the end of each year, I post Ten Economic Questions for the following year (2023). I followed up with a brief post on each question. Here is...
The rise in unemployment from the 3.4 percent low hit in April had some worried that a recession was looming. The Sahm Rule holds that a...
From the Fed: Industrial Production and Capacity Utilization In November, industrial production increased 0.2 percent, and manufacturing output rose 0.3 percent. The increase in manufacturing output...
The World Is Sitting On A Powder-Keg Of Debt Authored by Michael Maharrey via SchiffGold.com, The Federal Reserve recently surrendered in...
Overview: On the back of lower interest rates, the greenback's slide was extended in early Asia Pacific turnover, but it has recovered. As North American...
As the year winds down, the global economy appears to be entering a new phase. While North American and European central bankers swear that they are...
Overview: The dollar is consolidating its recent moves as interest rate swings continue. The US two-year yield has traded in a nearly 28 bp range in the...
The combination of soft US price data and mostly weaker economic data lends credence to a new economic convergence. The economic news stream from Europe,...
Overview: Outside of the Australian dollar, which has fallen by around 0.6% following the RBA meeting and the softer final PMI, which may have dragged...
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...
For the past six weeks, the market rally has lifted almost all sectors out of some very bearish downtrends, the financials being one of them. While...
Overview: The busy week of central bank meetings is off to a mostly slow start. The dollar is narrowly mixed in quiet turnover, except against the Japanese...
* Red Sea attacks threaten global supply-chain disruption * Is the appetite for rising US debt near a limit? * Overtightening risk suggests rate cuts needed,...
Fed Chair Jerome Powell bristles at talk of managing climate change, but the damage it is doing the US economy is hard to ignore, as the...
I previously discussed a slate of recessionary indicators with high correlations to recessionary onsets. However, as we head into 2024, many Wall Street...