August 5, 2025 The economic trifecta has come and gone. Though the markets are likely to continue to react to the news, we are here to report the results of our three big economic events. First the government released the initial measure of economic growth for the second quarter of the year. The Gross Domestic […]
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July 29, 2025 Every month we have important economic data releases and events. But only a few times per year do we have the most important releases lined up during the same week. Our definition of a trifecta is a week in which we have the first reading of economic growth for a quarter (Second […]
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July 22, 2025 It has been a busy month with regard to economic news. We started the month with the passage of a huge tax and spending bill and the release of a stronger-than-expected jobs report. These events were followed almost immediately with additional announcements of increased tariffs to be levied upon several countries. Of […]
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July 8, 2025 The Federal Reserve will be meeting again at the end of the month and this meeting will be the last one scheduled before September – barring a national emergency. At least one Fed Governor has raised the possibility of a short-term rate decrease this month. However, this depends upon the direction of […]
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July 1, 2025 As we look at the effect of tariffs, the pending tax bill, the jobs report, retail sales, inflation data and a host of other economic indicators, a few weeks ago we received a stark reminder of why the preponderance expert predictions could be for naught. And it was not unusual for that […]
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June 23, 2025 Last week, the Federal Reserve’s Open Market Committee met to consider the present and future direction of interest rates. Most analysts did not expect a rate decrease at this meeting, despite increased pressure from the Administration. It turns out that these predictions were right on point. As we pointed out last week, […]
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May 27, 2025 We have this theory about the markets. The markets move sometimes with no rhyme or reason, but after the movement happens, we have high-paid analysts tell us why the markets made that movement. And they are very logical arguments – nothing like an alien spaceship was sighted. The next day the markets […]
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April 22, 2025 The initial reaction to the tariff wars has been a major retrenchment in the stock markets and extreme volatility for bonds as well. With many analysts using the word recession repeatedly, an important question has arisen — should the Federal Reserve step in and implement an “emergency” rate cut.” We say “emergency” […]
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