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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...
The labor market and economy are finally starting to crack. If you are wondering what all the recession obsession is about, it is because the S&P...
Most of the carnage in the bond market currently is due to the overwhelming supply issuance, which is a direct consequence of our intractable debt and...
The Fed's balance sheet expansion was one of the main drivers of asset prices and liquidity in the aftermath of the pandemic, as it injected trillions...