Does Weak Box Office Reflect Weak Economy? – Ep. 252
Summary: Box office revenues for this holiday weekend were the weakest since 1999. Why is that? Some say the movies were not very good, but I think it's more likely that this is just another piece of...
1 Kesä 201723min
Fed Admits It Needs Evidence Q1 Weakness Was Transitory – Ep. 251
Summary: The Fed is now indicating it needs evidence that the Q1 weak economic data is transitory and not a trend. This is interesting for 2 reasons. The Fed's narrative has always been to tout eco...
27 Touko 201725min
The Dollar’s Decline Is Only Just Getting Started – Ep. 250
Summary: The dollar's decline really started with the Fed's too-little-too late rate hikes. The rally of 2014 - 2015 was fueled by expectations of more aggressive Fed monetary policy that did not ma...
23 Touko 201734min
Will Republicans Dump Trump for Pence? – Ep. 249
Summary: Republicans face chaos around Trump's political difficulties, causing some to consider potential advantages of a President Pence. Market volatility has not yet brought the DJIA below pre-Tru...
18 Touko 201729min
Fed And Markets Excuse Retail Bloodbath – Ep. 248
Summary: The retail sector is in worse shape today than it was in 2008 during and immediately following the financial crisis. Retailing has been responsible for 10% of the jobs gained during this so-c...
13 Touko 201724min
Fantasy Trumps Reality – Ep. 247
Summary: Trump fantasy persists in the face of weakening economic data, health care and tax reform uncertainty. The reality is that the damage done to the economy will not right itself just because Tr...
11 Touko 201742min
Fed Dismisses Weak Data to Posture for Another Rate Hike
SchiffReport recorded Saturday, May 6 * On Wednesday of this week, the Federal Reserve against a rate hike in May * But based on their official statement, the market assigned a much higher probab...
7 Touko 201735min
Fed Forecasts – Propaganda or Incompetence? – Ep. 246
Summary: Last quarter the Atlanta Fed's Q1 GDP forecast was 3.4% in February. The most recent number was actually .7%. After all the negative economic data that came out today suggesting that Q1 co...
2 Touko 201733min
