The US economy is probably heading into a mild recession, recent indicators suggest. We now see real GDP contracting by 1.9%…
The S&P 500 fell 20.6% during H1-2022 (table below). That's on the edge of a bear market…
Last week’s economic calendar was chock full of recessionary indicators. The Atlanta Fed’s GDPNow is tracking Q2’s real GDP…
Inflation has soared around the world over the past year. At first, last spring, it was attributed to “transitory” supply-chain problems that…
Strategy I: On the Right Track. What could go right or wrong over the rest of this year? The year is half…
June’s national M-PMI was reported this morning, and it wasn’t as weak as suggested by the regional business surveys conducted…
The economy continues to teeter on the edge of a recession. The Atlanta Fed's GDPNow tracking model shows Q2'…
On June 23, Bloomberg reported: “Ray Dalio’s Bridgewater Associates has built a $10.5 billion bet against European companies, almost doubling…
China's experience with Covid Zero raises the age-old question of whether the cure is worse than the disease. For global…
Investors Intelligence Bull/Bear Ratio (BBR) remained under 1.0 during the June 28 week at 0.82 for the ninth consecutive…
June's surveys of five of the 12 district Federal Reserve Banks strongly suggest that supply-chain disruptions have eased significantly in…
It's hard to come up with anything positive to say about June's batch of regional business surveys conducted…
