Tag: u.s. economy

We recently wrote Japan’s Lost Decades to appreciate better why Japan’s GDP is smaller than it was in 1995 and why it took 35 years for...

Back in 1989, Japan was taking over the world. The country’s economy had grown 6.7% in 1988. Sony had just bought Columbia Pictures, one...

At last week’s FOMC meeting, Jerome Powell said, “We think financial conditions are weighing on the economy.” His comments seem sensible, given the following: The Fed...

The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon. CEO Optimism Abounds After a volatile 2023, CEO confidence seems...

In 2019, the Federal Reserve (Fed) cut interest rates and restarted QE despite a healthy economy. Today, inflation is higher than the Fed’s target,...

This week, the spotlight was on Nvidia (stock ticker: NVDA), along with several of the companies we like delivering impressive financial results by striking...

We wrote this four-part inflation series in response to the graph below, implying that prices are on the same inflation roller coaster ride as...

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...

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 (ISM), Corporate Profits, and Employment,...

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 inflation. In...