public Inflation • 2 min read CPI Inflation Peaked During June & Continues to Moderate Stock prices soared this morning on November's better-than-expected inflation news, but gave back much of the gain as…
paid Economic Survey • 1 min read Sweet & Sour Today's release of November's Consumer Confidence Index showed that the labor market remains relatively tight. The…
public Recession • 2 min read Most Widely Anticipated Recession Ever Our contrarian instincts give us more confidence in our “growth recession,” or “mid-cycle slowdown,” scenario. A recession next year would…
paid Inflation • 2 min read Ups & Downs Of Inflation We certainly aren’t out of the inflation woods yet, but we do seem to be heading in the right…
public Economic Survey • 1 min read Small Business Owners Have Some Bad News The National Federation of Independent Business (NFIB) released its October survey of small business owners today. They remain pessimistic about…
public Inflation • 1 min read PMI Prices-Paid Indexes Predicting Falling Inflation Rapidly rising inflation since early last year has forced the Fed to raise interest rates significantly this year. That'…
public Stock Market • 2 min read S&P 500: Why Today's Sizzle? The S&P 500 sizzled last week on Thursday. It fizzled on Friday. Why is it sizzling again today?…
paid Inflation • 2 min read Labor Shortages Depressing Small Business Owners Today, the National Federation of Independent Business (NFIB) released its September survey of small business owners. They are about as…
public Inflation • 1 min read Inflation Expectations Falling Fast Along With Pump Price We believe that it is the pump price of gasoline prominently posted daily at every service station in America that…
public Economic Survey • 1 min read The Economic Week Ahead, September 12-16 It's another action packed week ahead. On the inflation front, we are expecting that, on Monday, the FRB-NY…
public Economic Survey • 1 min read Divine Disinflation In NM-PMI Survey Investors are rooting for "divine disinflation." We all want inflation to come down without a painful recession. We…
paid Economic Survey • 1 min read August's M-PMI: More Stag & Less Flation August's M-PMI provides confirmation of our economic outlook including a growth recession and moderating inflationary pressures. On balance,…