Tag: u.s. economy

Here are 3 statistics about real estate buyers from this year that we will focus on today (source: National Association of REALTORS): 50 Miles 50 Miles...

It’s Russia’s fault, cries the media. Others put the blame for recent stock declines at the feet of the Federal Reserve. Some fault Biden,...

According to recent PPI and CPI prints, inflation has plateaued. Some analysts will argue that inflation has hit its zenith. However, what if one of...

Last Wednesday, if you somehow had a premonition that the Consumer Price Index (CPI) was NOT going to show signs of cooling but instead surprise to...

Tail risk is the danger that asset prices move significantly more than what is considered normal. Given the lasting financial toll often caused by...

According to the last week’s economic data inflation continues to surprise upside whereas the economy continues to surprise downside. Nevertheless, the recession hasn’t come yet, but the...

The markets are now betting that inflation will soon subside, allowing the Fed to pivot. But, if inflation proves persistent and not transitory, the...

In the Trolley Car Problem – The Fed’s Predicament, we laid out how the Fed may likely choose to fight inflation at the expense of...

Yes, we said it. The bear market is here. Whether you want to stick with the literal definition of a close below 20% or are satisfied...

An unstoppable trolley car is barreling down the track. As the switchman, you stand at the junction where the track branches into two and...