by John Mauldin | Sep 1, 2023 | alerts, Markets/Economy, Mauldin Economics
Look up the word “cycle” in a dictionary, and you’ll find something like this: “A regularly recurring sequence of events.” Sounds simple, but that definition leaves a lot of ambiguity. Zoom in on the “regularly recurring” part. A recurring event is one that happens...
by Lance Roberts | Sep 1, 2023 | alerts, Markets/Economy, Real Investment Advice
Powell’s recent Jackson Hole Summit speech was mainly as expected. Well, except for the part where Powell obfuscated the truth behind the surge in inflation. More telling was the misunderstanding of the impact of fiscal and monetary policies on long-term outcomes....
by Lance Roberts | Aug 25, 2023 | alerts, Markets/Economy, Real Investment Advice
Fitch’s recent downgrade of the U.S. debt rating alarmed investors as the deficit and debt steadily increased. The downgrade sent 10-year Treasury bond yields above 4%, causing concern about America’s deteriorating financial condition. The problem is that if radical...
by John Mauldin | Aug 25, 2023 | alerts, Markets/Economy, Mauldin Economics
Today we continue our study of the historical cycles suggesting a major crisis is in our near-term (5‒8 years) future. We don’t know the precise timing or nature of the crisis, but the patterns indicate one is coming and could be severe. As with many therapeutic...
by Bloomberg.com | Aug 23, 2023 | alerts, Markets/Economy
Newmark sees defaults mounting for overleveraged owners Offices account for biggest share of potentially troubled debt ABOUT $1.2 trillion of debt on US commercial real estate is “potentially troubled” because it’s highly leveraged and property values are falling,...
by Lance Roberts | Aug 22, 2023 | alerts, Markets/Economy, Real Investment Advice
Is a stock market rally coming? I think that is most likely the case. However, to understand why, we must review what we said at the beginning of July in “Complacency Seems Overly Complacent.” With bullish optimism quickly returning to the market, the pressure to...
