Battle of the Budget
It’s hard to open up a newspaper these days and not see a scary story about the debt ceiling debate. […]
It’s hard to open up a newspaper these days and not see a scary story about the debt ceiling debate. […]
View from the Observation Deck In our last blog post (Click here for “Recession? Don’t Ask The Equity Markets…” we […]
The Producer Price Index (PPI) rose 0.2% in April, coming in below the consensus expected +0.3%. Producer prices are up […]
The Consumer Price Index (CPI) rose 0.4% in April, matching consensus expectations. The CPI is up 4.9% from a year […]
Yes, we have banking problems. No, this is not 2008. It’s much more like the 1970s Savings & Loan problems. […]
Nonfarm payrolls increased 253,000 in April, beating the consensus expected 185,000. Payroll gains for February and March were revised down […]
View from the Observation Deck At one of my recent talks, I asked whether the audience believed the U.S. dollar […]
The trade deficit in goods and services came in at $64.2 billion in March, larger than the consensus expected $63.1 […]
The Fed raised short-term interest rates by another quarter percentage point today to a range of 5.00 – 5.25%, just […]
The ISM Non-Manufacturing index increased to 51.9 in April, narrowly beating the consensus expected 51.8. (Levels above 50 signal expansion; […]
View from the Observation Deck Covered call strategies tend to be most beneficial when the stock market posts negative returns, […]
The ISM Manufacturing Index increased to 47.1 in April, beating the consensus expected 46.8. (Levels higher than 50 signal expansion; […]