Tag: economic data

In "The Fed And Its Self-Defeating Monetary Policy" we focused our discussion on U.S. productivity, but weak and slowing productivity growth is not just an...

Volatility Rising as 2015 Headwinds Linger Into 2016 2016 Stock Market Outlook Summary Growth remains stable with a bias toward acceleration as recovery participation broadens Inflation moving...

Citigroup’s Citi Surprise Index (CSI) is a real-time model, designed to analyze the accuracy of Wall Street’s economic forecasts. A positive index value indicates...

There has been a great deal of discussion regarding whether the Fed is going to continue down the path of ZIRP or if...

In recent years, “efficiency innovations” have been actively pursued by corporations, thus creating a productivity imbalance due to a lack of investment in “market-creating...

The upward pressure on U.S. home prices is being driven more by supply than demand. And this is lifting the housing sector of late....

While my main focus is technical analysis and analyzing and monitoring price action, part of my job as a Portfolio Manager at the asset...

The U.S. economy continues to churn out mixed messages. The retail sales number on Wednesday was an outright dud. Sales in April were flat month-over-month,...

U.S. wages stuck in the mud, more so for supervised employees than for supervisory. ECI for private sector has been trending higher since 1Q14; is...

The Big Macro Event that had been hanging over the stock and bond markets the last month was finally resolved last week when the...