Seasonally adjusted employment statistics can mislead us in a year when seasons have little to do with employment.
Read More
Tag Archives: Economics
The End Of The War On Savers
The Fed’s newly tolerant inflation stance is a declaration of victory in its long war on savers.
Read More
Job Market Ice Breakup
Like the ice breakup on a frozen lake, the job market’s springtime thaw arrived with a bang.
Read More
Midsummer Is Showtime For The Economy
Lockdowns are beginning to relax, but economic recovery cannot really begin until workers are ready to perform.
Read More
Selling Treasuries, Buying Charmin
This week, the only assets people did not rush to sell were food staples, medical supplies and hygienic paper products.
Read More
Is America Taking A (Super)power Nap?
Will COVID-19 trigger the Recession of 2020? Maybe, but either way it will undoubtedly feel like it for many Americans.
Read More
Opportunities When Markets Go Viral
Most market downturns carry the seeds of their own recovery, and recent viral-induced moves appear to be no exception.
Read More
Will Negative Rates Finally Kill Pensions?
Traditional pensions have been vanishing for decades; the prospect of negative interest rates could be the final blow.
Read More
When Does An ‘Emerging Market’ Emerge?
With no fixed definition of an emerging market, it is hard to know when one has emerged – or to see much value in the term.
Read More
The Most Important Election, Until The Next
History teaches that not all elections are equally important, but the most significant are obvious only in hindsight.
Read More