Tag: economic data

The stock market is betting on a Goldilocks scenario. Jerome Powell doesn’t foresee a recession, instead he forecasts a soft landing. Apollo is bettering...

Capital represents the resources and labor used to produce goods and services. “Ism” is a system. Capitalism is an economic system based on the private ownership of...

According to the last week’s economic data inflation continues to surprise upside whereas the economy continues to surprise downside. Nevertheless, the recession hasn’t come yet, but the...

Many astute bond investors are baffled by rising bond yields. Economic activity is slowing, inflation expectations are falling, the Fed is aggressively fighting inflation,...

There are primarily two opinions on the future path for inflation. The widely held view thinks inflation will resort back to pre-pandemic levels as...

Stocks are primarily unchanged or trading slightly higher as pressures from rising food and energy prices persist.  As I reiterate, among the war's immediate external...

From a markets’ perspective, in normal times, good news is good and bad news is bad. Who doesn’t like getting some surprisingly good news?...

As you probably notice in financial media and in your real life, everyone is talking about inflation. This should not be viewed as the...

Stocks are priced for perfection. Bonds trade at historically low yields despite 7% inflation. What could go wrong? As fiscal and monetary support for the...

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