A quick note on the state of the economy in light of some recent data. Q1 2024 Gross Domestic Product expanded at a...
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At the Money: What Data Matters and What Doesn’t (April 24, 2024) Bill McBride has spent the past 20 years...
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Between book leave and COVID I have been pretty quiet lately. Since it’s been a few months, I thought we could take a...
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The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically, is below. You can stream and download...
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This week, we speak with Ed Hyman, founder and chairman of Evercore ISI International Ltd. and vice chairman of Evercore...
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This week, we speak with Bill Dudley, former president and chief executive officer of the Federal Reserve Bank of...
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A quick follow-up to last month’s note on slipping coincident indicators: December was relatively stable compared to the...
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At the Money: Forecasting Recessions with Claudia Sahm (January 31, 2024 ) Investors don’t like recessions. But how...
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What are the Bull and Bear cases for 2024? I don’t do annual forecasts1 because the short-term is way too random....
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I am popping out of book leave to share this single data point that snuck out over the holidays: The Federal Reserve Bank...
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