Consumer Spending Will Boost Earnings, Stocks, GDP
Last week’s GDP report showed that economic growth has been slowing, but the data suggests there are trillions in pent-up demand.
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Author: Michael Carr
Income Growth Is Back on Track, Unfortunately
Despite increases in personal income, unemployment and inflation remain major factors in the post-pandemic economy.
Bond Traders Are Worried — Here’s Why
Traders expect market-based inflation to continue to rise past the Fed’s projections. Bond prices confirm this expectation.
How Individual Investors Feel About the Next 6 Months
The AAII’s sentiment survey asks investors for their perspective on the stock market. The most recent survey shows investors are bullish.
Why Consumers Are Right to Worry About Transitory Inflation
The Fed argues that transitory inflation is acceptable, but inflation, however transitory, still pushes prices higher in the long run.
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