Apr 17, 2025
The US 10-year Benchmark rate jumped by 50 basis points in just the five days from April 7th to the 11th. That is a very unusual and humongous move in such a short period of time. The question is, why would that volatility occur in the context of a slowing economy, which...
Mar 24, 2025
The Atlanta Fed GDP Now estimate for Q1 is -1.8% because the economic data has become absolutely ugly, yet inflation is proving to be very stubborn. For example, the Empire State Manufacturing Survey plunged 26 points to -20 versus the estimate of -1.9.However, the prices...
Feb 28, 2025
Tariff threats and a shrinking labor force put downward pressure on stocks and the economy. The S&P 500 is trading at 22x the forward 12-month EPS target, which is predicting an increase of 13% in EPS.
Feb 13, 2025
Here's why gold is fast approaching $3,000 an ounce and may even soar to $4,000, $5,000 or $6,000.