There is a remarkably close fit between the yearly percent change in the S&P 500 stock price index and the…
The headline and core PCED inflation rates both edged down in April to 6.3% and 4.9%, raising expectations that inflation…
The widely followed proxy for the expected inflation rate in the 10-year TIPS market dropped in recent days from over 3.0%…
How worried should we be about April’s $81.2 billion drop in M2? And what about the $91.2 billion drop…
First the bad news: The Federal Reserve Bank of Atlanta’s GDPNow model estimate for real GDP growth is 1.8% (at…
There's lots of stagflation in the new home market. During April, new home sales (registered when contracts are signed) dropped…
In the past, there have been dives in the S&P 500’s valuation multiple similar to the one so far…
Today, we zero in on stock market bears—why they’ve been wrong for 13 years (quantitative easing), why they’re right…
The week ahead will provide us with two more regional business surveys for May conducted by the Federal Reserve Banks of Richmond and KC.
It's hard to find too many places to hide from the unrelenting selloff in the S&P 500 since the start of the year.
The S&P 500/400/600 stock price indexes are down 18.1%, 16.1%, and 16.4% ytd through today's close.
Are we experiencing Tech Wreck 2.0 similar to Tech Wreck 1.0 of the early 2000s? That's unlikely. The S&P 500 IT sector's market-cap share soared to a record high of 32.9% during March 2000.
