2023: The Fed Declares Victory; 2024: The Year Of Hubris And Nemesis Authored by Charles Hugh Smith via Substack, Are the crowds ready for...
Lead Analyst Logan Mohtashami predicts mortgage rates, home prices and home sales in this 2024 housing market forecast.
From the Philly Fed: The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for November 2023. Over the past three...
When Will The Fed Pivot? Authored by John Hartnett via The Mises Institute, I previously produced a chart like this one below. There I showed...
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...
The outlook for the US economy is on track to close 2023 with a relatively upbeat outlook for the fourth quarter, based on a set of...
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...
The biggest fuel for the 2023 stock-market rebound began when these shares rallied in the first quarter after dreadful performance in 2022. The biggest...
The biggest fuel for the 2023 stock-market rebound began when these shares rallied in the first quarter after dreadful performance in 2022. The biggest...
It Was Meant To Be A Campaign Winner. Has 'Bidenomics' Become A Liability? Authored by Emel Akan via The Epoch Times (emphasis ours), President...
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...
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...
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...
The World Is Sitting On A Powder-Keg Of Debt Authored by Michael Maharrey via SchiffGold.com, The Federal Reserve recently surrendered in...
It's Been A Surprisingly Good Year For Global Financial Assets Authored by Simon White, Bloiomberg macro strategist, Nearly all global stock...
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...
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,...
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...
Democrats should start worrying about the level of debt and the increasing deficit. I previously discussed this issue when President Obama held the White...
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?...
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...