Tag: u.s. economic data

Consumer Cycle Indicator Flashing Early Warning Signs

If consumption is approximately 70% of US GDP, then inputs to the consumer are critical to the stability and growth of the economy. So let's...

Employment Data Isn’t As Rosy As One Might Think

“Fed Officials Worry Economy Is Too Good. Workers Still Feel Left Behind” – New York Times 4/27/2018 This coming Friday the Bureau of Labor Statistics...

Market Divergence: U.S. 10-Year Yield Premium Widens vs Dollar

US yield gap continues to widen versus countries like Japan, Germany, and the rest of the G-7. Over the last several years both the yield...

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...

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...

U.S. GDP Growth Is Not As Rosy As It Seems

Last Friday, Gross Domestic Product (GDP or the domestic economic growth rate) for the fourth quarter of 2017 was released. Despite being 0.3% short...

Key Takeaways: Emerging vs Developed Markets In 2018

With the December round of PMI data recently released, it's a good time to take a look at some of the key macro and...

U.S. Economy: Squeezing The Consumer From Both Sides

The Federal Reserve raised the Federal Funds rate on December 13, 2017, marking the fifth increase over the last two years. Even with interest rates...

2017 Market Review & Update: The Year Of Investor Cheer

There was a lot of good news for the stock market in 2017... and even some good news sprinkled in for the bond market....

Investing & Economic Outlook Into 2018: Key Themes To Watch

Beyond the calm that persisted in the financial markets for the bulk of the year, 2017 was a season of real life hurricanes. Whether...

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