by sslifer | Feb 9, 2018 | Commentary for the Week, NumberNomics Notes
February 9, 2018 The S&P 500 index has now retreated 10% from its record high level which means that it has officially experienced a “correction”. The decline was triggered by a report that wages have risen 2.7% in the past year which suggested to some market...
by sslifer | Feb 2, 2018 | Commentary for the Week, NumberNomics Notes
February 2, 2018 The stock and bond markets have finally begun to fear faster-than-expected GDP growth and worry that inflation might finally be on the rise. If that is the case, the Fed could raise the funds rate more quickly than is currently anticipated. But is...
by sslifer | Jan 26, 2018 | Commentary for the Week, NumberNomics Notes, Uncategorized
January 26, 2018 The dollar has fallen 7.5% in the past year. Treasury Secretary Mnuchin said this week that a weaker dollar is good for trade. That is in sharp contrast to the strong dollar policy advocated by every administration for the past 20 years and such a...
by sslifer | Jan 19, 2018 | Commentary for the Week, NumberNomics Notes
January 19, 2018 I got inspired this week and wrote a couple of pieces that might be of interest to you. First, the stock market has been on a roll for some time. A correction is inevitable at some point. When that occurs everybody will get nervous and chatter about...
by sslifer | Jan 19, 2018 | Commentary for the Week, NumberNomics Notes
January 19, 2018 The economy is in its ninth year of expansion. The stock market is on a powerful upswing. It is inevitable that between now and yearend it will hit a speed bump and correct by 10% or more. People will get nervous. There will be talk of a...
by sslifer | Jan 19, 2018 | Commentary for the Week, NumberNomics Notes
January 19, 2018 As this is being written a federal government shutdown is scheduled to go into effect at the end of the day on Friday, January 19. Should it occur it will be more of an annoyance than anything else because only some government functions will be...
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