Tag: u.s. economy
Gold or Rubles? A Pickle Worth Exploring
Financial sanctions weighing on Russia are sending up red flags around the globe. The seizing of Russian foreign reserves and eliminating access to SWIFT...
Will High Gas Prices Usher In A Recession? (Historical Context)
While higher gas prices may be welcome news to the oil industry, the rest of us should be concerned as it is a glaring...
The Fed Put: Is Powell Repealing It?
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...
2022 Financial Markets Outlook Faces Several Headwinds
The first part of our 2022 outlook looks through the front windshield and contrasts 2021s tailwinds with 2022s growing headwinds. While no one knows...
Why US Dollar Appreciation Threatens Global Economy
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...
Persistent Inflation Risks Rising Into 2022
It is clearly very trendy to talk about the price of milk, gasoline, used cars or how the core CPI is the highest since...
Holiday Sales Reports are Top of Mind for Investors
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...
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...
