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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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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February 11, 2025 By all rights, we should have seen extreme market volatility during the past several weeks. After all, we have a new President implementing many new initiatives – from back to the office for federal employees to a constant threat of tariffs toward various countries. Yet, the stock and bond markets have been […]
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January 7, 2025 A lot of interest rate watchers were very confused late last year. As was expected, in their last meeting of the year, the Federal Reserve Open Market Committee lowered rates for the third time in 2024. But interest rates such as mortgages reacted instantly by increasing. How can that be? Doesn’t the […]
Read More December 31, 2024 We hope you all are having a great holiday season. With the new year we are always looking to bring the latest predictions concerning the real estate market and the general economy. Of course, this also comes with our annual warning – predictions are futile (adapted from Star Trek). No one can […]
Read More September 17, 2024 We have received news that the job market has slowed down – including a major downward revision of jobs over the past year to the tune of 818,000 jobs. We have seen major progress on the war against inflation. The most recent consumer price index came in at 0.2 % monthly and […]
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