As China’s Economy Slumps, U.S. Stocks May Benefit Posted by Michael Carr | Aug 22, 2022 | Chart of the Day, Economy China’s economy is slowing. There is a reason why. The data explains why U.S. economy can benefit from this market slow down. Read More
How the Fed’s Tight Monetary Policy Helps Stocks Posted by Michael Carr | Aug 17, 2022 | Chart of the Day, Economy The Fed’s monetary policy could be the most important factor for investors right now. Here’s how it’s affecting stocks in today’s market. Read More
July Inflation Report and Consumer Experience Don’t Add Up Posted by Michael Carr | Aug 15, 2022 | Chart of the Day, Economy Investors hailed last week’s CPI report as proof the worst of inflation is behind us. There may not be as big a reason to celebrate as hoped. Read More
What Argentina Taught the Fed About Inflation Expectations Posted by Michael Carr | Aug 10, 2022 | Chart of the Day, Economy The reported level of inflation is not the problem. It’s inflation expectations that matter. Argentina offers some proof for this idea. Read More
Strong Job Market = More Stagflation Risk Posted by Michael Carr | Aug 8, 2022 | Chart of the Day, Economy Despite a slowdown in the economy, the job market is stronger than normal. See why this means bad news for stagflation. Read More