Recession? Retooling? Restructuring? Reset? What Gives?
July 26, 2022
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?
July 19, 2022
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
July 8, 2022
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
June 30, 2022
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
June 28, 2022
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?
June 23, 2022
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
June 7, 2022
The Russian invasion of Ukraine threw a monkey-wrench into the economic recoveries in many advanced economies just as their respective output gaps closed.
Notes on the Economy – Q2 2022 Summary
May 31, 2022
U.S. economic output hit a pothole, falling an annualized 1.4%, in the first quarter of 2022; fortunately, the wheels were not knocked off the economic machine.
U.S. Might Have Cure for Europe’s Russian Gas Addiction
May 12, 2022
Liquified natural gas from North America might help Europe to unplug itself from Russian power in coming years.
Fed Tries To Tame a Hornet’s Nest of Uncertainty
April 28, 2022
Investors looking for a clear path should be cautious when choosing their next step as inflation, the Ukraine war and lingering pandemic impacts make for unpredictable interest rate hikes.