Lead-Lag Live: The Recession Narrative Changes Again
After two quarters of a declining GDP, the data for the third quarter showed a 2.6 percent annualized gain. That’s enough to suggest that
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After two quarters of a declining GDP, the data for the third quarter showed a 2.6 percent annualized gain. That’s enough to suggest that
While many fear a further market decline, there are several reasons why investors could expect to see a recovery from here. First, markets have been scared
The US saw negative GDP growth in the first two quarters of 2022. Historically, that’s a sign of a recession. However, one hasn’t been
Inflation continues to wreak havoc on the economy. While the year-over-year numbers have started to show a decline, inflation still remains near multi-decade
Cryptocurrencies soared higher in early 2020 as stimulus checks started to hit bank accounts. One narrative was that more spending could lead to higher inflation. And
Markets are in a tough spot. That’s because good news has become bad news. The strong job market sounds like a good thing. But it
Inflation remains a top concern for the Federal Reserve. Their plan? Raise interest rates to slow the economy, and hence slow inflation. However, that plan also
Right now, the Federal Reserve has two poor choices. They can raise interest rates to get inflation down, but potentially at the cost of an economic
Markets are known as mean-reverting. In English, that simply means that if markets have some great up years that are above average, a few below-
The US dollar is trading at its highest level in decades, as measured against other currencies. It’s now stronger than the Euro, which has dropped
The past year has seen a massive drop in all financial assets. That includes risky assets like tech stocks, but even safe, conservative investments like bonds
The housing market has been slammed in the past few months. 30-year fixed-rate mortgages, the industry standard, now yield over 6 percent. That’s