Wednesday, June 10, 2026
Inflation likely to subside, growth likely to improve
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Rising real interest rates and falling non-energy commodity prices are laying the foundation for lower overall inflation. Meanwhile, there a...
5 comments:
Friday, May 29, 2026
Key macro charts update: still looking good
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Consumer confidence is low, and surveys find that the majority of the US population thinks the economy is getting worse. According to Rasmus...
12 comments:
Wednesday, April 29, 2026
M2 update: still looking like inflation will remain low
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Here's an updated look at key charts and indicators that I have been following for the past several years. All continue to suggest that ...
18 comments:
Thursday, April 9, 2026
Corporate profits are very healthy
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Corporate profits are the mother's milk for equity prices, and they are stronger than ever relative to the size of the economy. No wonde...
8 comments:
Tuesday, April 7, 2026
The market is not very nervous
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As I write this, we are only 3 hours away from Trump's ultimatum to Iran: open the Strait or face annihilation. Personally, I can't...
2 comments:
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