Category: Uncategorized

Happy New Year! This week we get data on employment, it seems that everyone sees a recession this year (including me), and a look at the index of leading economic indicators.

I am now on a recession watch, and this week's data will be important information on that front. Supply chains are again under threat, some thoughts on recessionary investing, and a look at manufacturing.

It is Fed week! We also see important economic data, I dive into a pet peeve of mine, and a breakdown of last week's GDP data.

Earnings growth and the economic data look just okay, the Fed meets next week, a look at the damage inflation does to goals-based investors, and earnings outlooks are still expansionary.

The economy keeps on trucking, despite the Fed's best efforts to slow it down, jobs data posts this week, the real constraints facing central banks, and a look at earnings yield relative to bonds.

It is Fed week! Inflation is bad, we should redefine risk, and a look at Europe's natural gas storage headed into winter.

This week is an important data week, the Fed meeting is coming up, and why does the Fed matter so much anyway?

Economic data continues to be meh, the tug-of-war continues, a very brief look at ESG investing, and delinquency rates on commercial loans.

Earnings season offers investors important insights, the Fed's decision, is this a recession?, a mystery in the US economy, and the Fed's recessionary foresight.

LOTS of important data this week, including earnings and inflation. The dockworker's union continues to negotiate their contract, inflation is dividing analysts, and a look at personal incomes relative to inflation in the past decade.