Today, the Atlanta Fed's GDPNow tracking model raised Q3's real GDP growth rate to 3.0% (saar) from…
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A Tale of Two Cities by Charles Dickens famously begins, ''It was the best of times, it was the worst…
The main event this week is the FOMC meeting (Wed). The Fed is widely expected to cut the federal funds rate (FFR)…
The financial markets have been expecting more cuts in the federal funds rate (FFR) than Eric and I have all year so…
Yesterday, stock prices initially fell sharply following August's CPI report, but AI fever quickly turned the S&P 500…
This morning's CPI report showed inflation continues to moderate. Nevertheless, stock prices initially fell sharply on the news. While the…
The latest batch of labor market indicators has caused a temporary “growth scare,” in our opinion. Concerns that economic growth is slowing…
Forget about a recession in the US. Currently, it is China's recession/depression that is weighing on oil prices, global…
Dr. Ed was interviewed on Bloomberg Surveillance this morning at 7 a.m (see link below). Ace journalist Lisa Abramowitcz noted that…
This week's economic indicators will be primarily focused on inflation. Barring any unexpected surprises on the inflation front, the financial…
We asked Joe Feshbach for an update of his take on the stock market from a trading perspective: "Even with the…
