Jim Reid of Deutsche Bank notes the pattern of gradual downgrades before earnings season begins is back to normal. As the rest of...
Source: Reventure Let’s get to the caveats up front: Re:Ventures has been pretty bearish on housing the past few years, even...
Fascinating chart from Visual Capitalist showing the history of housing prices in the United States. I recall the 1990 Home Price...
This morning, the WSJ reported that “Consumers expect to see 4.1% inflation a year from now, the lowest such reading in two...
Rising rates, falling savings, increased deficits, dubious GDP: Ever since the yield curve inverted and warnings of...
Jerome Powell and the Federal Reserve spend a lot of time worrying about Inflation Expectations. They shouldn’t. Generally,...
First, the good news: Consumer Price Index (CPI) came in modest at 0.4%, with a year-over-year print of 4.9%. I love the 4 handle...
I have been writing about issues with the minimum wage for (it seems like) decades. During that time, consuming lots of academic...
I have been putting together my Q2 quarterly client call, and impatiently waiting for two last data points to show: State...
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