MiB: Peter Atwater, Financial Insyghts
This week, we speak with Peter Atwater, president of Financial Insyghts and an adjunct professor at William & Mary and...
What Else Might be Driving Sentiment?
One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for...
What’s Wrong With Macroeconomic Uncertainty Indexes
I love FRED — I am a big user of their charts and data (and even their swag). Where I go full heterodox are in things like...
More Sentiment Nonsense
It’s a summer Friday and nobody has the patience for a long rant about whatever foolishness is bothering me today. So instead, a...
Foul Mood?
This week saw the release of the Fed’s big annual research report, Economic Well-Being of U.S. Households in 2022....
Inflation Expectations Are Useless
Jerome Powell and the Federal Reserve spend a lot of time worrying about Inflation Expectations. They shouldn’t. Generally,...
“Glass Half-Empty” Investors
Source: FRED, May 8, 2023 There’s an old joke about a hypochondriac who is constantly complaining to his doctor about his...
Inflation Expectations: A Dubious Survey
One of the things we know about inflation expectations is that Federal Reserve Chairman Jerome Powell relies heavily on them. He...
The Trouble with Sentiment
Barry Ritholtz, Ritholtz Wealth Management Chairman and CIO & “Masters in Business” host, discusses recession risk and...
Is Partisanship Driving Consumer Sentiment?
I was chatting with my friend Pete Dominick last week, and he asked about consumer sentiment. I tossed out a few reasons...