Is the federal budget deficit getting too big for the bond market to fund without yields moving higher? That seems to be…
The Bond Vigilantes kept the suspense going today. They closed the 10-year Treasury bond yield at 4.22% (chart). It's…
The 10-year US Treasury bond yield continues to run into resistance around 4.25%, which was last year's high (chart)…
As we anticipated, the S&P 500 has dropped to its 50-day moving average (dma) on Friday (chart). It is down…
This week is packed with July's composite cyclical indicator releases which should ease fears that economic growth might be too…
The FOMC can take the rest of the year off. The federal funds rate is now restrictive enough to bring inflation down…
Let’s revisit our upbeat response to the most frequently cited reasons to be worried about a recession: (1) Falling leading indicators…
This is ironic: Just when the most widely anticipated recession of all times is no longer widely anticipated, July’s employment report…
The US doesn't have to experience a recession to bring inflation down if China's export prices are falling…
We've been busy bees today as a slew of economic indicators have entered our hive. On balance, they show that…
Inflation tends to be a symmetrical phenomenon. It tends to come down as quickly or as slowly as it went up when…
The S&P 500 is down 2.4% from its bull market high of 4588.96 on July 31 through Friday&…
