The Fed’s emergency rate cuts aim to reduce government debt service costs but risk pushing long-term interest rates higher, worsening consumer debt burdens. Despite past rate...
The Fed cut interest rates by 50 basis points, sparking criticism for being too late in addressing inflation. Despite rising inflation and economic growth, the move...
The U.S. labor market shows signs of slowing, with fewer net new jobs, rising layoffs, and weaker hiring plans. Despite this, the Fed hints at rate...
Retail sales rose only 2.7% in July year-over-year, below the 2.9% inflation rate, indicating a real decline. Industrial production, manufacturing, and housing data also showed economic...
The global economy faces debt and inflation challenges, with past inflation near 20% in the US and Europe. High debt and deficits hinder growth, leading to...
NVIDIA's meteoric rise suggests a stock market bubble, driven by AI hype and excessive reliance on a few tech giants. Despite easing inflation, the Fed plans...
Economic indicators suggest a weakening U.S. economy, but not an imminent recession. The Philly Fed Index and US industrial production showed declines, while the Conference Board’s...
The Fed, led by Chair Powell, persists in discussing multiple rate cuts and slowing Quantitative Tightening despite inflation surpassing targets. Inflation at 3.5% y/y in March...
Higher interest rates erode the economic footing like a torrent underneath the foundation of a building. You cannot convince me that this humongous debt overhang will...
Economic growth must absolutely soar in 2024 to justify these valuation metrics. Or, the Fed must slash borrowing costs back towards ZIRP. But the latter scenario...