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Betting On Bullish Hard Data, Not Bearish Soft Data
The “soft” economic data releases have been weak, while the “hard” data have been strong in recent months. The former…
Economy
The US economy tends to grow over time with occasional downturns. These QuickTakes examine the latest economic indicators to assess whether the economy is likely to remain on its upward course, or might stumble into a recession.
58 posts
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Helter-Skelter
"Helter-skelter" is a term used to describe disorderly haste, confusion, or chaos. That seems to be descriptive of…
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Will Trump Tariff Turmoil Dim The Economy's Lights?
The stock market was whipsawed today by geopolitical developments. Stocks fell this morning when President Donald Trump announced a 50%…
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Valuation-Led Selloff Led by Magnificent-7
Today's stock market rout was led by the Magnificent-7. The Roundhill Magnificent Seven ETF (MAGS) was down 6.…
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Bonds Yields Down On Weak Goods Economy
Bond yields continued to fall today on December's weak manufacturing regional surveys conducted by five of the 12…
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The Economic Week Ahead: November 6 - 10
It's a light week for US economic indicators. However, the FOMC's blackout period is over, so…
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Good News Is Bad News, For Now
The Fed's hawkish pause has unsettled the bond and stock markets. During 2022 and early 2023, the widespread…
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FOMC's Message: High For Longer
The FOMC’s latest Summary of Economic Projections (SEP) released today shows that the median forecast of the federal funds…
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The Economic Week Ahead: September 11-15
This could be a big week for the stock and bond markets. There will be lots of market-moving inflation indicators:…
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Bull/Bear Ratios Tank, So Stocks Move Higher
The S&P 500 is up 3.2% since last Thursday's close even though Fed Chair Jerome…
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Time To Rotate The Tires & The Portfolio?
The S&P 500 fell 0.68% and the Nasdaq 100 lost 2.28% today on disappointing earnings calls…
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AI Driving Market Meltup
Today's economic indicators were weak, but the stock market rose to yet another new bull market high boosted…
