Broker Check

Economic Outlook


Monday Morning Outlook

April 2017
4/3/2017           WSJ Leak: Fed May Shrink Balance Sheet

March 2017
3/27/2017         The Fed is A Proxy for Government
3/20/2017         Health Care: Free Markets vs Government
3/13/2017         Robots Create Jobs, Don't Steal Them
3/6/2017           Watch Reserves, Not Rates

February 2017
2/272017          Trade Is Not Our Enemy
2/21/2017         Time for a Rate Hike
2/13/2017         Keep It Simple, Stupid (KISS)
2/06/2017         Room To Grow

January 2017
1/30/2017         Inflation Creeping Up
1/23/2017         American Carnage?
1/17/2017         Another Plow Horse Quarter
1/9/2017           Big Government Causes Slow Growth
1/3/2017           Watch the Spending

December 2016
12/27/2016         2017: Dow 23,750, S&P 2700
12/19/2016         Greedy Innkeeper or Generous Capitalist?
12/12/2016         Rally is Real, Not “Hope & Faith”
12/05/2016         Caution on Dollar-Meddling   

November 2016
11/28/2016       Higher Rates Won't Crush Housing
11/21/2016       Big Boom for Stocks
11/14/2016       Revolution
11/07/2016       Don't Time the Election

October 2016
10/31/2016       Brexit Redux?
10/24/2016       Growth Stepping Up
10/17/2016       Does Growth Kill or Is There No Growth?
10/10/2016       Inflation Ready to Rise
10/03/2016       Cut Spending to Grow Economy

September 2016
9/26/2016         It’s Still the Fed, And It’s Not Magic
9/19/2016         The Glass Half Empty
9/12/2016         Fundamentals, Not Headlines
9/06/2016         QE Is Not A Magic Elixir

August 2016
8/29/2016         Bull Market Has Further to Run
8/22/2016         Shut Out the Pessimists
8/15/2016         Beware of Popular Narratives
8/8/2016           All-Clear on the Economy
8/1/2016           GDP Distortions

July 2016
7/25/2016         Fed Policy Not in Tune With Data
7/18/2016         Real GDP Accelerating
7/11/2016         Ignore the Central Banks
7/5/2016           Watch Earnings, Not Fearful Forecasts

June 2016
6/27/2016         Uncertainty Not All Bad
6/20/2016         Policy Stagnation
6/13/2016         Why Does Japan Still Charge Taxes?
6/6/2016           Brexit Is Freedom

May 2016
5/31/2016         Greece is Already Bankrupt
5/23/2016         Fed Teeing Up Rate Hike
5/16/2016         Forget About Macy's
5/9/2016           Job Report Overreaction
5/2/2016           Apple vs The Fed

April 2016
4/25/2016         OPEC and the Ash Heap of History
4/18/2016         The Q1 Curse Strikes Again      
4/11/2016         The Bears Get Excited Again
4/4/2016           Don't Short the Participation Rate!
March 2016
3/28/2016         US Needs Sensible Debt Financing
3/21/2016         Money Misperceptions 
3/14/2016         Don't Fear Consumer Debt
3/7/2016           Beware Trade-Recession Scare Story
February 2016
2/29/2016         Currency Mayhem
2/16/2016         No Sign of Recession in the Data
2/8/2016           Want Faster Growth? Put the Jockey on a Diet!
2/1/2016           Fed Not Going Away
January 2016
1/25/2016         Q4: Sluggish Growth, No Recession
1/19/2016         Fear is Overbought
1/11/2016         Pseudo-Economics
1/4/2016           We Remain Positive About 2016