Tag: economic growth

Most investors believe that U.S. government debt is risk free. Why shouldn’t they, every economic and financial textbook, media outlet, and bond guru say...

The economy has marched forward, ignoring higher interest rates and consistent calls for a recession. Credit goes to “We The People,” the citizens of...

“…the macro environment has deteriorated further and faster than we anticipated when we issued our quarterly guidance last month.” -Snap CEO Evan Spiegel First-quarter 2022 GDP fell by...

The Federal Reserve, bond markets, and economic cycles have been dancing in a well-choreographed fashion for the last 30 years. This age-old dancing trio, the...

The rotation out of growth and into value as we started 2022 has been, well, violent. As of Thursday, January 20, the S&P 500...

The first part of our 2022 outlook looks through the front windshield and contrasts 2021s tailwinds with 2022s growing headwinds. While no one knows...

It is clearly very trendy to talk about the price of milk, gasoline, used cars or how the core CPI is the highest since...

As vaccinations increase, and economies reopen, consumers are becoming more comfortable returning to pre-COVID activities. One notable activity was visiting shopping malls, and data shows...

"To me, a wise and humane policy is occasionally to let inflation rise even when inflation is running above target.” – Janet Yellen “To me, the...

Corporate capex crapped-out but may be set to make a comeback. Today, we share some insights about capex while highlighting some indicators we are...