Tag: u.s. economy
O Wage Inflation, Where Art Thou?
The labor markets have been improving steadily since the financial crisis. Some people would argue that the US is at or near full employment....
2016 Market Prediction: Fiscal Stimulus Returns As Talking Point
In a couple months, we will do the routine – you know, the one where prognosticators put together their ‘Top 5 Surprises for 2016', or '10...
US Financial Markets Review: Fed Talks, Uncertainty Walks
September was an eventful month in the markets as the financial markets accelerated a risk-off move on concerns about economic growth in China, and...
The August Jobs Report: 8 Things You Need To Know
The August jobs report on Friday showed that 173k jobs were created, below the 210k that was expected. The good news is both June...
Why The Fed Won’t (Shouldn’t) Raise Rates In 2015
If the Federal Reserve raises rates this year, it will be one of the worst policy mistakes made be any Central Banker (in my...
Stocks Feel The Pain Of A Slowing Global Economy
Anyone that has been reading my weekly commentaries for the last several weeks and months shouldn’t be surprised by the recent market decline. Despite...
Why Interest Rates Are Going Nowhere Fast
There has been a great deal of discussion regarding whether the Fed is going to continue down the path of ZIRP or if...
U.S. Auto Loans Rise Sharply As Sales Remain Strong
June U.S. auto sales 17.1mn units, preceded by cycle high of 17.7mn in May
Auto loans nearing $1tn; sharp rise since 3Q10; non-revolving consumer credit...
Q1 US GDP Growth Turns Negative: A Ray Of Light For...
The initial ‘advanced’ US GDP growth estimate for the first quarter of 2015 estimated that the economy grew at 0.2%. The second revision based...
April US Existing Home Sales Soften; Price Nears 2006 Peak
April US Existing Home Sales soften M/M
Price Only Five Percent Away From July 2006 Peak
US existing home sales fall 3.3 percent to a seasonally...
