The Bacon Cheeseburger Index
Nicholas Colas, Chief Market Strategist of Convergex, writes a daily preview/analysis for institutional clients. This is a sample of...
GDPNow Forecast
Here is what the Atlanta Fed’s GDP model looks like: Source: Federal Reserve Bank of Atlanta
Can We Rely on Market-Based Inflation Forecasts?
Can We Rely on Market-Based Inflation Forecasts? Michael D. Bauer and Erin McCarthy FRBSF Economic Letter, September 21, 2015 ...
FOMC: Much Ado About Nothing
Life’s but a walking shadow, a poor player That struts and frets his hour upon the stage And then is heard no more: it is a tale...
Are Markets Rallying Themselves Into a Fed Rate Hike?
If a higher stock market is the Fed’s implied 3rd mandate, then are we rallying into a rate hike next week? We’ll see but the 2 yr...