Tag: recessions
U.S. Economy: Soft Landing or Recession This Year?
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...
2023 United States Recession: None, Soft or Hard?
There is no denying economic activity is slowing but so far, the market has not cared much as it has taken a backseat to...
Capital Neglect Is Killing Capitalism
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...
The Economic Foghorn Is Blowing But Few Heed Its Warning
Often, boaters take the warning blow of a foghorn for granted and disregard it. However, all skippers seem to pay attention when they hear...
Tail Risk and Persistent Inflation
Tail risk is the danger that asset prices move significantly more than what is considered normal. Given the lasting financial toll often caused by...
What Will Back-to-School Season Reveal To Investors?
The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon.
The state of the consumer is mixed with some...
Inflation or Recession, Which Concern Is Driving The Market?
In the Trolley Car Problem – The Fed’s Predicament, we laid out how the Fed may likely choose to fight inflation at the expense of...
Post PCE: What is the Pre-PCE Market Saying?
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...
The U.S. Consumer Is Getting Squeezed
Consumers are being squeezed by negative real wage growth and inflation at 40-year highs. As a result, consumer sentiment is declining, and personal consumption...
Shifting Economic Winds… From Inflation To Recession
As you probably notice in financial media and in your real life, everyone is talking about inflation. This should not be viewed as the...
