The S&P 500 is down 2.5% from its record high of 5254.35 on March 29 (chart). Its 1.…
Following Iran's attack on Israel Saturday, geopolitics should dominate this week's market action. The Q1 earnings reporting season…
Ever since Hamas attacked Israel on October 7, 2023, we've warned that the latest war in the Middle East between…
Today's PPI report threw some cold water on yesterday's hotter-than-expected CPI. Our opinion is that the Fed won&…
Will the Fed start raising the federal funds rate again? We expect to be hearing this question more often following today'…
There was no recession last year, but the widespread expectation of one depressed certain economic activities, like hiring. With that depressant now…
Stocks marked time today, while bonds rallied after the National Federation of Independent Business (NFIB) released its March survey of small business…
American consumers are doing what they do best: They are consuming goods and services. Their consumption of services has been especially strong.…
Will the current decade turn out to be like the 1920s, 1970s, or 1990s? We are still assigning subjective probabilities of 60%…
Max is getting ready for the eclipse on Monday. He regularly appears in Dr Ed's weekly webcasts on Mondays for…
This week will feature some key inflation numbers. The March headline CPI (Wed) and PPI (Mar) will get a boost from higher…
GDP I: Still Flying. Not Landing. It’s official: There was no recession in 2022 or 2023. There was no hard landing…
