Tag: u.s. economy
Don’t Fight The Fed
If we could only impart one bit of wisdom to our readers about today’s market it is “don’t fight the Fed.“
Unbeknownst to many investors,...
Post PCE: What is the Pre-PCE Market Saying?
Stocks are primarily unchanged or trading slightly higher as pressures from rising food and energy prices persist.
As I reiterate, among the war's immediate external...
Peak inflation? Not There Yet.
The biggest market-moving economic data, the U.S. Consumer Price Index (CPI), rose 1.0% in May, bringing the one-year tally to +8.6%.
One little silver lining:...
Are Financial and Market Instability The Last Hopes For Stocks?
The Federal Reserve’s Congressionally chartered dual mandates are price stability and maximum sustainable employment. These objectives are intended to dictate monetary policy and the...
Can the Consumer Save the U.S. Economy?
Last week I did a part educational, part actionable webinar for the virtual money show.
My theme was and always is, the Economic Modern Family.
On...
The U.S. Consumer Is Getting Squeezed
Consumers are being squeezed by negative real wage growth and inflation at 40-year highs. As a result, consumer sentiment is declining, and personal consumption...
Quantitative Tightening Begins, But It’s Yesterday’s News
The U.S. Federal Reserve is about to commence quantitative tightening (QT).
For those not all up to speed on “quantitative” maneuvers by central banks, QT and...
Shifting Economic Winds… From Inflation To Recession
As you probably notice in financial media and in your real life, everyone is talking about inflation. This should not be viewed as the...
Snap Goes The Economy
“…the macro environment has deteriorated further and faster than we anticipated when we issued our quarterly guidance last month.” -Snap CEO Evan Spiegel
First-quarter 2022 GDP fell by...
Inflation and the Fed: A New Dance Partner To Contend With
The Federal Reserve, bond markets, and economic cycles have been dancing in a well-choreographed fashion for the last 30 years.
This age-old dancing trio, the...










