Tag: u.s. economic data

How Durable Is The Potemkin Economy?

“Increased borrowing must be matched by increased ability to repay. Otherwise, we aren’t expanding the economy – we’re merely puffing it up.” – Henry Alexander...

History Warns Federal Reserve Will Raise Rates More, Not Less

“Currently, the December 2019 Fed Funds futures contract implies that the Fed will reduce the Fed Funds rate by nearly 75 basis points (0.75%)...

What is the Federal Reserve Hiding?

“The most inappropriate monetary policy that I’ve seen maybe in my lifetime.”- Paul Tudor Jones on the Federal Reserve via CNBC The Federal Reserve has...

China Plays The Long Game While U.S. Blows Bubbles

China is taking multiple actions to boost productivity and sustainably strengthen its economy. If successful, China’s efforts come at the expense of the U.S....

When Will “Transitory Inflation” Overstay Its Welcome?

There has been much talk of “transitory inflation”, but the evidence is starting to suggest the term may overstay its welcome. The Fed chose the word...

Why Jobs Growth Could Make or Break the Stock Market

The jobs market is growing with more companies offering higher wages and increased benefits.  For instance, Walmart increased its average minimum wage to $16 an...

Willful Blindness: The Death of the US Dollar and Emerging Societal...

“It was assumed, even only a decade ago, that the Fed could not just print money with abandon. It was assumed that the government...

Will Economy “Go Crazy” And Ignite Inflation… and Awaken Bears?

The economy will “go crazy” this summer.” There is not a day that goes by in which we do not hear an economic forecast...

2021 Inflation Outlook: Will The Wolf Finally Appear?

Once again we are emerging from a period of economic contraction with monetary policy breaking all previous records of just how accommodative central bankers...

Is Inflation Coming In 2021? Watch Money Supply and Velocity

“The amount of money in the US economy is 25% higher than it was at the start of 2020, eclipsing any pace of money...

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