The Sahm Rule And The Economy's 'Statistical Regularities'
Just because something happened a bunch of times in the past doesn’t mean it must happen again in the future.
Recent
BofA’s Hartnett Says Sell Stocks At The Fed’s First Rate Cut
Stocks are likely to fall when the Fed delivers its first interest-rate cut. The pivot will come as data signal a hard — rather than soft — landing.
Morgan Stanley Says Glum Profit View To Dent Economy-Tied Stocks
A dimmer outlook for US corporate earnings is likely to hurt stocks that are tied to the economy as investors worry about falling inflation.
Vanguard Offers Surprising View On Fed Interest Rates
The outlook for Federal Reserve interest-rate policy has oscillated wildly this year.
US Economy Showing Signs Of 'Goldilocks' To Start Third Quarter
The US economy continues to show signs of resilient growth while inflation pressures subside.
Goolsbee Says Fed Risks ‘Golden Path’ If It Doesn’t Cut Soon
Fed Reserve Bank of Chicago President Austan Goolsbee suggested the central bank may need to lower borrowing costs soon to avoid labor downturn.
Big Bond Bet Favored by Citi, JPMorgan Gets Boost Before CPI
The bond trade that some of Wall Street’s biggest banks say will dominate the rest of 2024 is gaining steam.
