Is a recession imminent? Is it here already? How big an impact will it have, if it comes, when it comes? Below…
Inflation will be in focus on Wednesday, when June's CPI is released. Bloomberg is showing consensus estimates of up 1.…
Will the Da Vinci Code be right again in calling a major market bottom? The S&P 500 fell to 666…
Gold hasn't been a good hedge against inflation over the past highly inflationary year. That's not surprising since…
Was today’s June employment release a Goldilocks report? Payroll employment rose 372,000, and wages increased 0.3%—not too hot,…
The S&P 500 Energy sector has been weak recently, but it is still the only one of the index'…
One of the worst performing S&P 500 industries so far this year has been Semiconductors. It is down 36.9%…
The latest batch of leading economic indicators suggests that several coincident economic indicators might soon begin to fall. So we now place…
Might this be the first economic downturn attributable to a labor shortage? That shortage is weighing on output. It is also driving…
The MegaCap-8 stocks were also the Magnificent-8 during 2020 and most of 2021. Their businesses greatly boomed during the pandemic when many…
What's weighing on the price of oil? We are watching the age-old adage at work: The best cure for high…
In America we just celebrated our Independence Day. We should also celebrate that we've been energy independent since 2019. So…
