Sentiment Archives - The Big Picture

One of the things we know about inflation expectations is that Federal Reserve Chairman Jerome Powell relies heavily on them. He...

Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses recession risk and...

I was chatting with my friend Pete Dominick last week, and he asked about consumer sentiment. I tossed out a few reasons...

Yesterday’s discussion on Sentiment generated a lot of interest. Some people agreed that echo crashes are a form of...

Something odd happens every time the economy slides into a recession: Consumer Sentiment takes a shellacking, recovers, and then...

Working from home on Friday, I head into the kitchen mid-morning to grab a cold beverage + snack. The small TV was left on,...

Consumer Sentiment vs. Stock Market Returns I am not a fan of most Sentiment readings. I don’t mean their current levels,...

The Force was with markets yesterday: The monster rally was the first ~3% move higher we have seen in quite a while. The...

I just put the finishing touches on the quarterly conference call for RWM clients. The chart you see above shows how much...

“What you do speaks so loudly that I cannot hear what you say.” -Ralph Waldo Emerson, “Social Aims” (1875) I...