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

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 TWM last week (0401-0405)?

U.S. Economic Review And Outlook Q1 2024

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

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

UltraShort Russell2000 declares quarterly distribution of $0.0859

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 TWM last week (0311-0315)?

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

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

ETF Arbitrage: A Timely Strategy For S&P 500 Lovers

ETF Arbitrage: A Timely Strategy For S&P 500 Lovers. Investors should not take the stock market's long-term safety for granted. Using pairs or sets of ETFs can provide a differentiated way to navigate modern markets and manage risk. Inverse ETFs are a replacement for put options on major stock indexes.

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

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

The U.S. Leading Economic Index Takes One For The Team

The once-reliable US Leading Economic Index has been signaling a US recession for more than a year. The Conference Board, which compiles the indexes, backed off its recession forecast. The economy in the post-pandemic period has surprised on multiple fronts. Every downturn is different, the byproduct of a unique set of factors.

Estimating U.S. Recession Risk Using Economic Data For States

A Voice Of Reason Says Inflation Is Already At 2%

Lawrence Fuller: In inverted yield curve, historically a reliable indicator of recession, has not yet led to an economic contraction. Economist Campbell Harvey argues that the Fed should cut interest rates sooner rather than later. He says inflation is already at 2% and the Consumer Price Index data is stale. Harvey's model is linked to inflation-adjusted yields.

Weekly Report: what happened at TWM last week (0212-0216)?