More Work to Do
The Fed downshifted to smaller rate hikes but isn’t close to done. In contrast to the 75 basis point rate […]
The Fed downshifted to smaller rate hikes but isn’t close to done. In contrast to the 75 basis point rate […]
The Consumer Price Index (CPI) rose 0.1% in November, below the consensus expected +0.3%. The CPI is up 7.1% from […]
View from the Observation Deck 1. Today’s blog post illustrates the wide disparities that often exist between the annual price […]
The reasons for inflation are somewhat mysterious and unreliable and sporadic. Sometimes a given set of circumstances will give rise […]
Predicting stock values in 2023 is tough. Unprecedented actions during COVID leaves a wide range of possible outcomes. Let us […]
The Producer Price Index (PPI) rose 0.3% in November, coming in above the consensus expected +0.2%. Producer prices are up […]
View from the Observation Deck 1. For those who may not recall, the Telecommunications Sector was reconstituted within the S&P […]
View from the Observation Deck 1. Today’s blog post features the total return performance figures for the major global stock […]
The trade deficit in goods and services came in at $78.2 billion in October, smaller than the consensus expected $80.0 […]
The ISM Non-Manufacturing index increased to 56.5 in November, well above the consensus expected 53.5. (Levels above 50 signal expansion; […]
Our position on the economy has been that the US is headed for a recession, but we’re not quite there […]
