Germany is experiencing stagflation: (1) The German IFO business confidence index plunged during March because of the jump in energy prices that…
One of our accounts in Luxembourg requested that we determine how well industry analysts’ earnings estimates anticipate recessions. The recent weakness in…
Fear is back, as evidenced by a big jump in the stock market’s equity put/call volume ratio on Friday. The Investors Intelligence Bull-Bear Ratio was back under 1.00 during the April 19 week.
The S&P 500 Information Technology sector and the Communication Services sector are down 13.9% and 14.7% ytd, underperforming…
The Federal Reserve Bank of NY today released results from its 2022 SCE Housing Survey, which is part of the broader Survey of Consumer Expectations (SCE) and provides information on consumers’ housing-related experiences and expectations.
The S&P 500 experienced a correction from January 3 through March 8. It dropped 13.0% over that period. Technically speaking the correction isn't over until the index has made a new high, which would be a new record high in this case.
Why has the stock market held up reasonably well in the face of a more hawkish Fed, more vigilant Bond Vigilantes, a…
The March survey of small business owners conducted by the National Association of Independent Business (NFIB) found lots of stagflationary developments.
Whoops! Inflation expectations just jumped off the chart below. The Federal Reserve Bank of NY reported today that:
The S&P 500 is down 5.8% ytd. Under the circumstances--e.g., war in Ukraine, continued supply-chain difficulties, high inflation,…
April has been the second-best month for stocks since 1928. It has been up 66 times (by 4.4% on average) and down 33 times (by 3.8% on average). Over the past 94 years, it has been up 1.5% on average.
Senator Elizabeth Warren thinks so. Earlier this month, she tweeted that she gets "supply and demand." She also acknowledged that…
