Recession-Hard/Soft Landing
Prospects For Lower Borrowing Costs Lift Consumer Sentiment…
The US suffers from enough imbalances to produce a mild recession. Unfortunately, such a recession could lead to a significant bear market in stocks, just as it did during the very mild 2001 recession.
What To Watch
What To…
Fade The Rosier Picture From Unemployment Claims…
The ECB Cuts Rates And Lowers Growth Forecast…
The Fed’s Upcoming Rate Cut And The RMB…
Some thoughts on this morning’s US claims report and a preview of next week’s FOMC meeting.
Trump Still Has A Path…
August Uptick In US Core CPI Doesn’t Derail Disinflation Process…
Greek Stock Rally Is Long In The Tooth…