by John Mauldin | Sep 16, 2022 | alerts, Markets/Economy, Mauldin Economics
Remember when inflation was going to be transitory? Good times. I was in that camp myself early on, as were some serious analysts I greatly respect (and still do). Then the data began to show core inflation would be stickier than expected, and I turned in my Team...
by John Mauldin | Sep 9, 2022 | alerts, Markets/Economy, Mauldin Economics
Politicians talk about “jobs, jobs, jobs” because a steady income keeps people happy and (mostly) voting for incumbents. Carville once told us, “It’s the economy, stupid,” and it always has been. Economies in recession are usually bad for those in power. Economists...
by John Mauldin | Aug 26, 2022 | alerts, Markets/Economy, Mauldin Economics
People who think about the economy are a non-random subset of the population. Most folks aren’t like us. Worse, we aren’t always like us. Hence the endless arguments. Currently our subset is debating whether we face inflation or recession. In my view, it’s...
by John Mauldin | Aug 19, 2022 | alerts, Markets/Economy, Mauldin Economics
This week I am at the Cleveland Clinic going through numerous tests. Some have not been good news. It seems lifestyle changes are needed so I can keep writing and working for many more years. I am ecstatic to bring you David Bahnsen as a special guest writer. He is on...
by John Mauldin | Aug 12, 2022 | alerts, Markets/Economy, Mauldin Economics
The latest data shows inflation is still with us at an 8.5% annual rate. That means we can expect the Fed to keep tightening, trying to reduce demand and relieve pressure on consumer prices. At the same time, we’ve seen declining GDP growth the last two quarters. Some...
