Monthly Archives: November 2015

Confused about the U.S. economy? Here is why.

November 30th, 2015|by Michael Ashley Schulman, Perspectives, The Here and Now|

Confused about the U.S. economy? Here is why you might be. Both U.S. consumers and businesses are simultaneously signaling up and down. Some important economic indicators are pointing in opposite directions, even when measured among what presumably seems to be the same set of people.

Consumers are negative according to the Conference Board, but positive according […]

The next Fed rate decision

November 6th, 2015|by Michael Ashley Schulman, Perspectives, The Here and Now|

I. Don’t be overly surprised by a Fed rate rise at the next FOMC meeting on Wednesday, December 16, 2015

  • Although off cycle announcements are a remote possibility, this is a Fed that wants to avoid surprises
  • Even though several economic indicators are worse now than they were in 2012 – when QE was purchasing $85B a […]