Tag: recessions
Why Steep Yield Curves Aren’t Always Good
If an inverted yield curve is a harbinger of a near-term recession, then a steeper yield curve must be good news, right? Not so...
Not Time to Say Recession… Yet
Ok, we are going to keep this market update a bit shorter, simply because the rise in market volatility had us writing lots of...
The Pandemic Inflation RollerCoaster: What’s Next?
Part One of this series led with a graph from Apollo Global Management implying that we are embarking on an inflation rollercoaster for the...
The Federal Reserve Pauses: What Comes Next?
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...
Interest Rate Hike Plateaus and Recessions: The Lag Effect Unveiled
Despite surging interest rates, there are few signs they are impeding economic activity or causing distress amongst borrowers. It may seem strange that higher...
Recession In 2nd Half of 2023? CEOs Seem To Be Signaling...
The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon.
Key Takeaways:
S&P 500 EPS growth for Q2 2023 is...
Treasury Yield Curves Inversion: Is This Time Different?
Leading economists, Federal Reserve Presidents, and most investors pay close attention to the shape of Treasury yield curves. They follow them, not necessarily because...
U.S. Economic Growth Risks Rise as Q1 Corporate Earnings Begin
The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon.
Discover Financial Services and Tesla feature bullish early earnings...
A Federal Reserve Pivot Is Not Bullish
An old saying cautions one to be careful of what one wishes for. Stock investors wishing for the Federal Reserve to pivot may want...
Phase Two of the Federal Reserve Follies
With Silicon Valley Bank and Credit Suisse defunct, the Fed must restore confidence in the financial sector. The historical treatment for financial instability has...
