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A daily deep dive into the market news, movement, and indicators.
Executive Summary: Chinese stocks surged in response to the government’s stimulus plan in September. The government has done little to please investors since. China would be better off stimulating consumer spending via “helicopter money,” Eric explains, rather than trying
Executive Summary: The Fed’s monetary decisions are only as good as the data they’re dependent on. But economic data can be misleading for several reasons. What looks recessionary may simply be a temporary anomaly that gets revised away or
Executive Summary: The US economy is doing well. So why do surveys suggest that consumers and small businesses are depressed about their financial situations? Among consumers, inflation remains a sore point, Dr. Ed explains. Falling y/y inflation rates are
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled “Get Ready To Short Bonds?” We wrote: “Bond investors may be expecting too many interest-rate cuts too soon if in fact August’s economic indicators rebound from
As the S&P 500 continues to rise to new record highs, we are frequently asked how we define a meltup and whether we are already in one. One simple answer is that the S&P 500 is melting up whenever the S&P 500
The economic week ahead will provide updates on the overall economy, manufacturing, and housing. Last week’s jobless claims (Thu) will also be important for gauging how significantly bad weather and worker strikes impacted the labor market. We expect more
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