Is Fed Tightening Just Getting Started?
Executive Summary Between the 2008 Financial Crisis and the start of the pandemic, the Federal Reserve Bank increased its balance sheet from [...]
Is the Bear Market Rally Over?
Executive Summary After falling about 23% for the year as of June 16th, the S&P 500 began a strong bear market rally [...]
Is the Housing Market Foreshadowing an Economic Recession?
Executive Summary Mortgage rates have nearly doubled from 2.65% to 5.22%, resulting in a slowing housing market. Add in a drop in [...]
Does It Really Reduce Inflation?
Executive Summary On Saturday, August 6, the Senate passed what is ironically titled the Inflation Reduction Act, which outlines $485 billion in [...]
Will the Fed Pivot, or Is This a Bear Market Rally?
Executive Summary Over the past month and a half, the stock market has experienced its fourth “bear market rally” since the start [...]
What Are Corporate Earnings Indicating?
Executive Summary Stock analysts’ earnings estimates tend to error on the optimistic side, as shown in first graph below 2023 estimates start [...]
Guest Article by John Mauldin: “Forgotten Lessons”
Executive Summary This week I wanted to share a guest article from John Mauldin. He begins his analysis of "Forgotten Lessons" here: [...]
How Strong is the Employment Situation?
Executive Summary Financial media proclaims the job market is strong, citing 372,000 jobs created in June according to the Establishment Survey. However, [...]
Is the U.S. In a Recession?
Executive Summary During the first quarter, economic growth fell 1.6%. Many expected a rebound in Q2. Unfortunately, according to the Atlanta Fed’s [...]