Plunging Core Inflation and Slower Growth will Force the Fed’s Hand * The risk of recession persists, though our base case remains a soft landing. The surge in third quarter GDP growth was the reddest of herrings, and it will not be repeated. Activity was boosted by the lingering effects of rapid household income growth in the first half of…
On February 27, 2018, Macy’s reported its Q4 2017 and FY17 results. With some retailers and especially Macy’s, following...
By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not...
“The market indexes may have bottomed, but keep in mind, making a low, forming a bottom and reaching the...
“I recommend the S&P 500 index fund and have for a long, long time to people,” billionaire investor Warren...
As we construct this weekend’s macro-market Research Report, the February Personal Income & Expenditures (PCE) data has been released....
Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices...
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread...
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