Tag: u.s. economic data

Most people think the nation’s money supply is the sole cause of inflation. They fail to realize inflation has two equal dance partners. The money...

We have been vocal that long-term Treasury bonds are an excellent investment at current yield levels. However, timing the purchase of bonds will prove...

Given our longer-term investment time horizon, we are not the type to point out a single economic report, however, we believe that this report is...

The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon. S&P 500 EPS growth for Q1 2023 is set...

Regional bank deposits support the view that the banking system is healthy. Tesla's gross margins fall below management’s stated floor of 20%. Anticipated as per our data newsletter last week. Inflation...

With Silicon Valley Bank and Credit Suisse defunct, the Fed must restore confidence in the financial sector. The historical treatment for financial instability has...

While headlines of bank failures and bailouts consume the media, few are contemplating the economic and financial aftershocks that will follow. Hockey great Wayne Gretzky...

The big question facing the Fed is whether they should increase the Fed Funds rate by 25bps or 50bps on March 22, 2023. If...

U.S. Treasury Secretary Janet Yellen recently stated: “You don’t have a recession when you have the lowest unemployment rate in 53 years.” Let’s HOPE she...

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...