Economic Growth
High interest rates will eventually cause growth to slow. Signs of stress are already starting to show. Stay cautiously positioned.
US ECI Growth Unexpectedly Accelerates…
New Data From The Survey Of Consumer Finances…
Rising Chinese Industrial Profits: Signal Or Noise…
Will US Stocks Retain Their YTD Lead…
Structural Bear Market For European Bonds…
Consumer Discretionary Underperforms Despite Resilient Consumption…
Tokyo Inflation Unexpectedly Accelerates…
US Consumption Strengthens, Core PCE Inflation Accelerates In September…
Stronger US growth elicits a response from the House Republicans. But a government shutdown is not devastating to the economy. What is more devastating would be a crisis in the Middle East, Europe, and Asia. Stay long US defense, energy, and large caps stocks.