Tag: u.s. 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...

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...

Financial sanctions weighing on Russia are sending up red flags around the globe. The seizing of Russian foreign reserves and eliminating access to SWIFT...

While higher gas prices may be welcome news to the oil industry, the rest of us should be concerned as it is a glaring...

A week before the January 26th Fed policy meeting we asked Instability or Inflation, Which Will The Fed Choose? Liquidity is the lifeline of markets, and the...

The first part of our 2022 outlook looks through the front windshield and contrasts 2021s tailwinds with 2022s growing headwinds. While no one knows...

The Fed’s liquidity fire hose supported the massive government fiscal response to Covid. Through unprecedented asset purchases, the Fed provided enough liquidity to allow...

It is clearly very trendy to talk about the price of milk, gasoline, used cars or how the core CPI is the highest since...

The following research was contributed to by Christine Short, VP of Research at Wall Street Horizon. Executive Summary - A “SMID” cap focused on supply chain...

“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...