“Higher for Longer” Will Suffer the Same Fate as “Transitory”
As expected, the Fed “paused” at its September meetings. And while the Fed’s administered rates did not change, the markets interpreted this as a “hawkish”
Inflation War
The Inflation War Has Been Won Time to Start Fighting the Recession Several weeks ago, we described the effectiveness of monetary policy on the economy
Soft Employment, Inflation, Retail – Economic Implications
The employment reports last week (week ending September 1) had to dishearten the “soft-landing” crowd, as all the employment data showed emerging softness. It began
Data Not Conducive to Wall Street’s “Soft-Landing” Scenario
One of the two major economic/market events that occurred last week (week of August 20) was the stellar performance of Nvidia (NVDA) which, unlike the
Why the Equity Markets Are Out of Touch
Low Date of Low 12/31/22 6/30/23 Chg fr Low to 12/31 Chg fr Low to 6/30 Chg fr 12/31 to 6/30
The Recession Will Bring Deflation
If there ever was a competition for a company that most reflected the state of the economy, FedEx would be in the final four. In