The ‘Normalizing’ Yield Curve: What It Means for Investors
Decoding the Yield Curve’s Recent Shift: What Lies Ahead?
The ‘Normalizing’ Yield Curve: What It Means for Investors
Death, Taxes … Healthcare Inflation
Customer lifetime value in the health insurance sector has a hidden advantage
Macro Moves in 2024
Mexico is looking up, China down, and recession risk is “on”
History Implies Stocks Will Rally if the Fed Pulls Off Another Soft Landing in 2024
The Fed is expected to gradually lower benchmark interest rates in 2024 to help foster a gradual rebound in the economy
Reality Check: A Recession is Still Expected in 2024
The Atlanta Fed GDPNow tracker projects that the U.S. economy will grow at a rate of 5% in 2023, but a recession is still expected to develop at some point in H1 2024
China’s Spiraling Economy Could Turn Into the Market’s Latest Black Swan
In 2023, the Chinese economy has been besieged by slower growth, declining exports, reduced foreign direct investment (FDI) and a weakening yuan—not to mention the ongoing trade war with the United States.
The Fed’s High-wire Act
A soft landing for both the economy and the strong dollar seems like a fantasy in these uncertain times. That’s why investors should look back to the 1970s for ideas on how to proceed. Consider the following: Andrew Brigden, chief economist at Fathom Consulting, found that 469 international economic downturns occurred between 1988 and 2020. … Continued
Trading the Yield Curve’s Latest Inversion with U.S. Treasury Yields
The yield on the 2-year U.S. Treasury is currently 3.27%, while the yield on the 10-year U.S. Treasury is 2.82%, representing a multi-decade extreme in the relationship between the two.
SNAP Shares Down 88% Since September, Recession Fears Rising
After a dismal Q2 earnings report, shares in Snap (SNAP) cratered by nearly 40%, which stoked fears that a potential recession in the United States could be more intense than expected.
Shifting Focus From Herd Immunity to Higher Employment
Real gross domestic product (GDP) in the United States has nearly recovered to pre-pandemic levels, but the number of total people in the American workforce remains depressed.