At The Money: Bill McBride on What Data Matters and What...
At the Money: What Data Matters and What Doesn’t (April 24, 2024) Bill McBride has spent the past 20 years...
What Recession? State Coincident Indicators
Between book leave and COVID I have been pretty quiet lately. Since it’s been a few months, I thought we could take a...
Transcript: Ed Hyman
The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically, is below. You can stream and download...
MiB: Ed Hyman on Using Economic Data Opportunistically
This week, we speak with Ed Hyman, founder and chairman of Evercore ISI International Ltd. and vice chairman of Evercore...
MiB: Bill Dudley, NY Fed Chief
This week, we speak with Bill Dudley, former president and chief executive officer of the Federal Reserve Bank of...
State Coincident Indexes Improve
A quick follow-up to last month’s note on slipping coincident indicators: December was relatively stable compared to the...
At the Money: Forecasting Recessions
At the Money: Forecasting Recessions with Claudia Sahm (January 31, 2024 ) Investors don’t like recessions. But how...
Are You Bullish or Bearish in 2024?
What are the Bull and Bear cases for 2024? I don’t do annual forecasts1 because the short-term is way too random....
State Coincident Indicators Slipping
I am popping out of book leave to share this single data point that snuck out over the holidays: The Federal Reserve Bank...
Forecasting Recessions
The chart above shows that 84% of CEOs are forecasting a recession over the next 12 months, 69% of Consumers saying the...