The Federal Reserve is seen slowing its aggressive rate-hike pace in December, with data published Thursday offering new evidence that the economic slowdown that the central bank is trying to engineer is getting underway.
Newsfeed: Fed seen slowing pace of rate hikes in December Read More »
The gathering consensus that inflation has peaked is spurring a FOMO moment for bonds, with investors eager to buy and chatter that 10-year Treasury yields could drop all the way back to 2%. That sort of Treasuries rally is unlikely unless China’s slowdown worsens.
Newsfeed: Forget The Fed, China Is Why US Yields Can Hit 2% Read More »
With US Macro Surprise data in freefall throughout May, expectations were for Manufacturing sentiment surveys to slide (ISM extending its weakness and PMI confirming its flash dip).
Jerome Powell doesn’t like to bless bets in financial markets, but he could shift the needle this week on how high investors expect the Federal Reserve to raise interest rates to cool overheated prices.
Newsfeed: Powell’s Fed Set to Go Big and Keep Going Until Inflation Tamed Read More »
Rick Santelli has the latest numbers released …
Newsfeed: GDP contracts 1.4 percent… Read More »
Our updated forecast includes an expectation of a modest recession in the latter half of 2023 as we see a contraction in economic activity as the most likely path to meet the Federal Reserve’s inflation objective given the current rate of wage growth and inflation.
Newsfeed: Inflation Rate Signals Tighter Monetary Policy and Threatens ‘Soft Landing’ Read More »
If you’ve been around awhile, you know there are optimists, pessimists, and realists. Optimists see the upside and sunshine in everything. They’re chargers and they’re not afraid to take bold … even impulsive action. Of course, optimists sometimes run full-speed into a brick wall they COULD have seen, but chose not to … because it
A reality check you can cash … Read More »
The Q1 numbers are in and the U.S. GDP came in at a robust 3.2% … MUCH better than expected. While it can be argued there’s some fluff hiding under the hood … with growing inventories masking lackluster consumer spending … … the financial media are describing 3.2% growth as a “big upside surprise,” “upbeat,” and a “blowout.” That’s a lot of
GDP blowout pales compared to THIS market’s growth … Read More »
If you’re relatively young, Social Security is probably just an abstract concept and another bite out of your paycheck. But before you tune out, consider that the U.S. Social Security program creates both problems and opportunities for real estate investors of ALL ages … including YOU. Big picture … Social Security and Medicare make up
Social Security, Inflation and Real Estate … Read More »