Confused about the U.S. economy? Here is why.
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 U.S. has enjoyed a good six year run in asset prices
The U.S. has enjoyed a good six year run in asset prices; simultaneously, the global economy has had anemic economic growth that has perpetually caused concern: this is not the time to increase risk. Some have likened the last several years to a Goldilocks economy, not too hot and not too cold; if so, it […]