Macro/Econ Archives - Page 2 of 219

The chart above shows that 84% of CEOs are forecasting a recession over the next 12 months, 69% of Consumers saying the...

We spend way too much time trying to predict the future (especially this time of year). Rather than engage in futility, let’s...

Before your week ends and you head out the door, I wanted to share a new paper from St. Louis Fed. The title: Can Economists...

With 10 days left in the Third Quarter, it seems that lots of folks have been obsessing about the various GDP Now forecasts. The...

Econ on the Road Labor, Consumers, Inflation & Data Earlier this month, I spent two and a half hours each way in a car —...

 The transcript from this week’s, MiB: Jawad Mian, Stray Reflections, is below. You can stream and download our full...

This week, we speak with Jawad S. Mian, who is the founder and managing editor at Stray Reflections, an independent global macro...

Rising rates, falling savings, increased deficits, dubious GDP: Ever since the yield curve inverted and warnings of...

@TBPInvictus here: Contrary to 40+ years and counting of “trickle down” narrative, the reality is that the gap between...

Let’s see if I can find something to counter and/or undercut each of these 10 items listed in this morning’s...