Tag: u.s. economic data
Aftershocks: Life After Silicon Valley Bank
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...
Speak Loudly Because You Carry A Small Stick
The big question facing the Fed is whether they should increase the Fed Funds rate by 25bps or 50bps on March 22, 2023. If...
Janet Yellen Should Focus On HOPE
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...
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...
Analyzing the Labor Market Versus the Stock Market
By the time you read this, the buzz of what the Federal Reserve did and Chairman Powell’s presser will be over, at least for...
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...
What Would Inflation Look Like If We Used Market Rents?
We have been beating this drum over the last 6 months. Real-time data supported the notion that inflation peaked half a year ago and...
S&P 500 Revenue Growth In 2022 Expected To Hit 10.5%
2022 has been one highlighted by fear, volatility, and more fear.
Despite much of the rhetoric, the companies that make up the market continue to...
