Tag: economic growth
Wicksell’s Elegant Model… And What It’s Saying About Today’s Economy
“It's unbelievable how much you don't know about the game you've been playing all your life.”
– Mickey Mantle
Introduction
The word discipline has two closely...
United States PMI Data Points To Strong Economic Growth
Recently released PMI data for June was okay vs month ago, but strong on a broader level as it confirmed what we have been...
Leading Indicators: Is The Global Economy Slowing Down?
The latest round of OECD Composite Leading Indicators was just released, and given how useful these indicators can be in shedding light on the state of...
Are Trump’s Tariffs Tempting the Ghosts of Hoover’s Folly?
“You load sixteen tons, what do you get?
Another day older and deeper in debt
Saint Peter don't you call me 'cause I can't go
I owe...
U.S. Equities Update: Can Investors Brush Off Macro Concerns?
The Dow Jones Industrials fell 3 percent overall last week, while the S&P 500 fell around 2 percent. The Russell 2000 showed some relative...
Debt Hangover: Here’s Why Deficits Do Matter
The Federal Reserve (Fed) has increased the Fed Funds rate by 125 basis points or 1.25% since 2015, which had little effect on bonds...
Equities, Economics, And Geopolitics In 2018… For Your Consideration
There were a lot of news headlines, happenings, and "all-times" in 2017.. Now it's 2018.
Let's turn the page and get some perspective on the...
Economic Spotlight: Rising Oil Prices & Treasury Yields Concerning
CONSUMER WATCH: Below I present a chart showing a potentially deadly duo for the economy and consumers...
At least if the current trend doesn't slow.
The...
Stars Remain Aligned For Global Bull Market Into 2018
Market returns in 2017 were rather stellar. The S&P 500 was up 21.8%, while the Canadian TSX finished up 9.1%.
Global markets were also strong...
Bull Market Cycle Update: 3rd Longest Expansion On Record
The current market cycle started back in early 2009 and has been chugging along for over 8 years.
While it has not been smooth sailing...
