Submitted by Steven Horowtiz via The Foundation for Economic Education, The headlines tell us that the Dow Jones is up around 1,000 points since Donald Trump won the election on November 8th. The conventional wisdom is that this shows how much confidence people have in Trump’s ability to generate a healthy American economy. The argument is that if people are …
One Man’s Opinion: A Recession Could Change Everything
By John Mauldin How on God’s green earth are we supposed to make sense, from an economic and investment portfolio view, of what is happening? A recession could change everything It has been quite a while since we have had a recession. When we do have one, it’s going to further limit our choices. Donald Trump The economic realities of …
One Man’s Opinion: Recession Now… Or Depression Later
By Peter Schiff Currently economists and market watchers roughly fall into two camps: Those who believe that the Federal Reserve must begin raising interest rates now so that it will have enough rate cutting firepower to fight the next recession, and those who believe that raising rates now will simply precipitate an immediate recession and force the Fed into battle …
One Man’s Opinion: Is The Real US Economy More Resilient Than We Realize?
The 10-year US yield is expected to generally move higher throughout the course of this year as yields are down at pretty close to the absolute low-end of the range, said Scott Mather, chief investment officer of US core strategies at PIMCO. Domestic inflation expectations are likely to start rising as it has hit the low point in terms of …
One Man’s Opinion: Is Manufacturing The Only Weak Spot In The US Domestic Economy?
The earnings estimate from US companies have been quite encouraging though a relatively small number of S&P 500 companies have reported their results thus far, said Luke Tilley, chief economist at Wilmington Trust. While revenues have failed to meet expectations, earnings have managed to beat expectations although the expectations were revised down a little bit, he noted. Asked to explain …
One Man’s Opinion: Are Policy Uncertainty And High Costs Holding Back The Investment Cycle Take-Off?
It’s true the US economy didn’t see the typical response that is witnessed when central banks initiate a zero interest rate policy, said Lindsey Piegza, chief economist at Sterne Agee. Normally, lowering of interest rate by the Federal Reserve would trigger elevated economic activity with big and small businesses taking on more loans, thus drawing down the pool of available …
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