A Depression? But don’t the headlines suggest a strong rebound in the U.S. economy? Well, for many, yes… but for others, not so much. More importantly the data suggests that without some form of ongoing stimulus, even the “many” are at risk. In this week’s report we will drill down on the numbers and discuss [...]
In this month’s report, we will deliver another “dose of reality,” even as the equity markets are rebounding from this month’s sell-off. But questions abound as to the durability of this or any other rally as we head into headwinds of uncertainty.
Did Fed Chairman, Powell tell us in last week’s speech that they will continue to engage in money printing and keep interest rates artificially low in spite of evidence of rising inflation? We will discuss the ramifications of such a policy in this month’s report.
Is the market beginning to show its hand? Are we beginning to see evidence of inflation after years of disinflation and outright deflation? How is this possible following the worst GDP report in history? We will attempt to make some sense out of it all in this month’s report.