On Tuesday, China announced a raft of policies aimed at boosting the economy and encouraging consumption. The People’s Bank of China…
Hard luck for the hard-landers today. Today's GDP report was full of upward revisions: (1) GDP versus GDI. Some of…
Consumer confidence has been relatively depressed for the past couple of years according to the Consumer Confidence Index (CCI) and Consumer Sentiment…
The Fed is starting a new easing cycle to avoid a recession that we don’t see coming, based on concern about…
Chinese stocks rose 4.1% overnight thanks to the flurry of easing measures from its central bank (chart). The Peoples Bank of…
The US is a tranquil island in a sea of troubles. Geopolitical turmoil poses a threat to the continued prosperity of the…
So far, September isn't living up to its bad reputation for the stock market now that the S&P…
This week's economic indicators should confirm our view that the Fed cut the federal funds rate (FFR) by 50bps (rather…
We've focused on three scenarios since the start of the decade: a 1920s-style Roaring 2020s, a reprise of the 1990s…
Wow, the Fed lowered the federal funds rate (FFR) by 50bps yesterday and the economy is already responding. Jobless claims fell and…
The Fed cut the federal funds rate (FFR) by 50bps today. This marks the end of the Fed’s monetary policy tightening…
It’s a foregone conclusion that the Federal Open Market Committee will be launching a new monetary easing cycle by cutting the…
