Notes on the Economy – Q3 2022 Summary
The Federal Reserve has a full house of policymakers determined to bring inflation down; interest rates will continue upward—even at the risk of recession.
Tired of High Gas Prices—Get Used to It
Singing the gas pump blues: Prices are falling but are likely to stay high because the U.S. refineries are nearly at capacity even though they have plenty of oil.
Guessing Is Not a Sound Investment Strategy
Bifurcated inflation is a new phenomenon, something investors have never seen before and should be wary of before deciding to move their nest eggs.
Recession? Retooling? Restructuring? Reset? What Gives?
It’s true, the economy is slowing down, but investors need to see the three D’s of Doom before hitting the recession panic button.
June Inflation Data: Reason To Change Outlook?
The next six to nine months is likely to be bumpy as the economy retools, but our medium-term outlook has not changed.
Inflation & Recession—Today’s Reality & Tomorrow’s Possibilities
Inflation and chatter of recession got you spooked? Don’t panic and remember that context matters—by many measures, the U.S. economy is strong, making a severe downturn unlikely in the coming months, but taming runaway prices is essential to uncaging the next bull market.
Fallout From Ukraine War Chokes Economies Worldwide
As Russia and Ukraine slug it out, nations around the globe feel the punches in their economic guts.
As Skies Darken, Astute Investors Recognize Need for Caution
The economic weather looks stormy, but is it a squall or a hurricane that America is sailing toward?
Is America on the Verge of Recession?
Studies indicate that a near-term recession is not the best bet, but neither is it a long shot as the Federal Reserve works to tame inflation.
The Inflationary Ripples of Russia’s War
The Russian invasion of Ukraine threw a monkey-wrench into the economic recoveries in many advanced economies just as their respective output gaps closed.