paid
Time To Get Some Worry Beads?
Today's batch of economic indicators was relatively upbeat. June's JOLTS report showed that jobs remained plentiful. July's M-PMI suggests that…
Recession
68 posts
paid
paid
The Urge To Merge
When the banking crisis occurred during March, we concluded that the Fed's emergency liquidity response would contain the problem. We…
public
Jamie Dimon Ambiguates About A Recession
Some of the largest banks in the country— JPMorgan Chase, Wells Fargo, and Citigroup—kicked off the official start to…
paid
The Economic Week Ahead: July 17-21
The good news is that the Federal Open Mouth Committee is prohibited from talking publicly now until July 27. That's…
paid
May's Regional Business Surveys Remained Weak
A federal debt ceiling deal is in the works. The stock market yawned. The bond market rallied. Interest rates fell…
paid
Raising Odds of Soft Landing
Beware: Bullish sentiment is improving, which is bearish from a contrarian perspective. On Tuesday, Rick Rieder, who is BlackRock’s…
public
Misleading Economic Indicator?
Today's Composite Economic Indicators, compiled by the Conference Board, are pointing in different directions. The Index of Leading Economic Indicators…
paid
New York's Regional Business Survey Shows Lots of Weakness
Business activity fell sharply in New York State, according to firms responding to the May 2023 Empire State Manufacturing Survey…
public
Credit Crunch Ahead?
SLOOS was on the loose today, yet stock prices continued to snooze.
The Fed's Senior Loan Officer Opinion Survey was…
paid
The Bears' Two Favorite Charts
To support their pessimistic outlook, bearish prognosticators tend to focus on two charts. The first one shows the S&P…
paid
Hard to Have a Hard Landing When Employment Is Growing
The S&P 500 rallied on Friday following yet another stronger-than-expected employment report. In his press conference on Wednesday, May…
paid
No Boom, No Bust
Our Boom-Bust Barometer (BBB) fell into an unprecedented abyss during the pandemic lockdown in early 2020 (chart). Our BBB is…
