Tag: economic uncertainty

Last Wednesday, if you somehow had a premonition that the Consumer Price Index (CPI) was NOT going to show signs of cooling but instead surprise to...

From the very beginning, this recession was destined to be like no other. Coronavirus, lock-downs, gradual re-openings, partial shutdowns, etc... For comparison, a normal recession...

“Real protection means teaching children to manage risks on their own, not shielding them from every hazard.” ― Wendy Mogel, The Blessing of a Skinned...

On April 29, 2020, Jerome Powell said: “both the depth and duration of the economic downturn are extraordinarily uncertain.” We are often critical of Federal Reserve...

The remarkable deflationary and inflationary crosscurrents swirling through the economy are grossly underappreciated and misunderstood. Need proof? Watch CNBC or read Wall Street research and...

Prelude: This article was largely written before the emergence of the Coronavirus. Recent developments as a result of the pandemic only add emphasis and...

Key Stock Market Takeaways: - Adapting to uncertainty provides fuel for growth - Earnings backdrop weighs on encouraging valuations  - Rather than calling turns, wait for trends...

“A good person is as rare as a black swan”- Decimus Juvenal In 2007, Nassim Taleb wrote a bestselling and highly impactful book titled The Black...

Something unusual has happened to the global economic surprise indexes. Not only have the emerging markets and G10 indexes fallen sharply, but the breadth of...

There are several ways to process, measure, and analyze market uncertainty. Today we'll look at two charts that show investors uncertainty through different lenses:  One...