by Penn Wharton | Nov 3, 2023 | alerts, Markets/Economy
Summary: Higher inflation reduces the real value of the government’s outstanding debt while increasing the tax burden on capital investment due to lack of inflation indexing. Increasing the current annual inflation target regime from 2 percent to 3 percent inflation...
by Lance Roberts | Nov 3, 2023 | alerts, Markets/Economy, Real Investment Advice
The recent #MacroView blog noted economists are increasingly confident the economy will avoid a recession. Such is due to strong job and retail sales data. Even Jerome Powell, in his recent speech, made note of the strength of the data. To wit: “Additional evidence of...
by John Mauldin | Nov 3, 2023 | alerts, Markets/Economy, Mauldin Economics
Identifying problems is great. Identifying solutions is even better, especially when the politicians who are supposed to be solving our big problems don’t even try. In last week’s Debt Catharsis letter, I offered some ideas to start fixing the federal debt problem. To...
by Bloomberg.com | Nov 2, 2023 | alerts, Markets/Economy
A group of chains that rely on Black Friday more than peers posted a 4% drop in sales. For retailers and brands that rely on Black Friday the most, the day was a dud. That’s a troubling sign for these chains and a US economy that needs consumers to keep upping their...
by Bloomberg.com | Nov 1, 2023 | alerts, Markets/Economy
Earnings management calls are plagued with demand concerns Profit warning news trend is at high only halfway into season More companies are flagging concerns over the looming threat of an economic slowdown this earnings season, striking a cautious tone. At just over...
by Michael Markowski | Oct 31, 2023 | alerts, Markets/Economy
Video “The Impending Recession with Dr. Lacy Hunt” is a MUST VIEW. Dr. Hunt is a critically acclaimed and award winning global economist.  His empirical data is different than mine. However, it fully supports my predictions for the U.S. stock market and...
