by sslifer | Jan 18, 2019 | Commentary for the Week, NumberNomics Notes
January 18, 2019 In the first three weeks of January the stock market recovered one-half of what it lost in the fourth quarter. Investors have found renewed optimism. The catalysts for the downturn included slower growth from China, a steady drumbeat of rate hikes...
by sslifer | Jan 11, 2019 | Commentary for the Week, NumberNomics Notes
January 11, 2014 The Wall Street Journal recently published its monthly poll of economists with the headline, “Economists See Rising Risk of Downturn”. After getting off to a good start in the early part of the year the stock market turned south. This highlights...
by sslifer | Jan 4, 2019 | Commentary for the Week, NumberNomics Notes
January 4, 2019 Stock market volatility is continuing in the early part of this year. Depending upon exactly when you look, you might conclude that a recession is in the cards by the end of this year or be reassured that the economic activity is on a relatively steady...
by sslifer | Dec 21, 2018 | Commentary for the Week, NumberNomics Notes
December 21, 2018 The Fed raised rates this week which puts the funds rate in a range from 2.25-2.5%. The move was largely expected. The Fed also anticipates two one-quarter point hikes in 2019 which would leave the funds rate at 3.0% by the end of next year. The...
by sslifer | Dec 14, 2018 | Commentary for the Week, NumberNomics Notes, The Year Ahead Outlook
December 14, 2018 Stock market jitters are making investors nervous. We understand why. The expansion is approaching its 10-year anniversary which makes it geriatric. GDP growth overseas has slowed. Home sales have been shrinking steadily for a year. However, we...
by sslifer | Dec 7, 2018 | Commentary for the Week, NumberNomics Notes
December 7, 2018 All eyes will turn to the Federal Reserve and its rate decision this coming week. The general expectation is that it will raise the funds rate by 0.25% to 2.25-2.5%. We are not as convinced and think they will leave it in its current range from...
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