Reflation Trade Is The New Bullish Narrative

Economic reflation is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains. The last time Wall Street focused on the reflation trade was in 2009. Interest rates, gold, and commodity prices have increased in the past few months. The house view for 2024 remains intact.

Weekly Report: what happened at PSQ last week (0408-0412)?

Inverse ETFs to Play Now on Middle East Tension & Rising Rates?

Anatomy Of A Recession Update: What's Different About This Cycle?

Jeffrey Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses the updated ClearBridge Recession Risk Dashboard. He says immigration has increased the growth potential of the US economy more than usual. He also shares his views on US equities and the impact of the Magnificent Seven.

Why We Won't See A Recession In 2024

The jobs market is unlikely to lead to a recession in 2024. Wage growth continues to trend lower, while a spike in unemployment that would trigger a recession appears unlikely from here. The labour market is cooling, but is expected to begin to tighten in the coming years. The decline in wage growth has been caused by a lack of labour supply.

Weekly Report: what happened at PSQ last week (0401-0405)?

U.S. Economic Review And Outlook Q1 2024

Weekly Report: what happened at PSQ last week (0325-0329)?

Weekly Report: what happened at PSQ last week (0318-0322)?

PSQ: My Top Hedge Idea For Your IRA And 401(K)

U.S. Recession Probability Nears A Double Top

The odds the U.S. Economy will see a recession start in the next 12 months are nearing a double top. The prospect for a recession has ticked up since bottoming in December 2023. The inversion of the Treasury curve has deepened since then. The Federal Reserve is expected to meet in March 2024 to discuss setting short-term interest rates.

Weekly Market Pulse: An Economic Overview

Home Market Outlook Economy Analysis Weekly Market Pulse: An Economic Overview. Joseph Calhoun: The evolution of the US economy has been driven by a return to "normal" The distortions of the response to COVID have had a profound impact on the economy. Real incomes have been rising robustly over the last year.

Weekly Report: what happened at PSQ last week (0311-0315)?

Understanding Bull And Bear Market Cycles With Jon Wolfenbarger

Jon Wolfenbarger warns that the stock market is likely to experience a major bear market in the next 6 months. He says the easiest way to profit in bull and bear markets is to buy inverse ETFs to profit from the downturn. Jon talks to investors about looking at the bigger picture and 4 steps to making profits in the markets.

The U.S. Economic Bust Continues, But A Recession Has Been Delayed

Broader Market Makes EQWL/QQQ Pair An ETF Arbitrage Candidate

Weekly Report: what happened at PSQ last week (0304-0308)?

Anatomy Of A Recession Update: Soft Landing Chances Rise

Weekly Report: what happened at PSQ last week (0226-0301)?

Weekly Report: what happened at PSQ last week (0219-0223)?