Stop looking for what was already found
There is no need to look for something that is hiding in plain sight. While the financial media and macro community try to figure out when the next major recession…
Read MoreThere is no need to look for something that is hiding in plain sight. While the financial media and macro community try to figure out when the next major recession…
Read MoreAlthough the majority of the Sunday talk shows were drive by politics, we remain focused on the data:
Read MoreThe quarterly data from the Federal Reserve Board showed both household debt service and financial obligations ratios declined in the second quarter.
Read MorePersonal income and spending data were released this morning and it showed that despite an increase in incomes, consumers reined in spending in August.
Read MoreOn the last day of my trip though the UK and Channel Islands, something struck me as I was gearing up for the next talk – the folks printing…
Read MoreThe final print for second quarter Gross Domestic Product (GDP) was released and it showed the economy expanded at a 2.0% pace.
Read MoreBullish individual investor sentiment dropped back below bearish sentiment in the latest poll.
Read MoreThe S&P 500 (SPX) finished up 0.62% today after President Trump stated his optimism about getting a China deal completed. Treasury yields were higher. Crude (CL1) finished down -1.38%…
Read MoreThe Chicago Fed NFCI Index and its sub-indices is made up of 105 credit stress indicators and has risen above zero prior to past recessions.
Read MoreLower mortgage rates continued to help the housing market in August.
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