Episode 10. Life Assessment and Feelings

Today the University of Michigan Consumer Sentiment Index was released for February 2024. We need to monitor this economic indicator on consumers and their views of the economy as it provides us pote...

28 Helmi 202417min

This week's podcast dives into the disconnect between media-driven recession fears and the actual economic growth seen despite the Federal Reserve's rate hikes. Contrary to dire predictions, the econo...

21 Helmi 202417min

This year there are more people turning 65-year-old in America than in any other time in history. Baby Boomers, those born between 1946 and 1964, are now between the ages of 60 and 78 and they are tu...

15 Helmi 202430min

In last week's episode, we dove deep into the seismic news that shook Wall Street to its core – the latest January US Bureau of Labor Statistics job report. With analysts initially predicting a modest...

7 Helmi 202414min

Explore the 'Santa Claus Predictor' in our latest podcast episode. Learn how the S&P 500's performance during key December and January dates can signal its yearly direction. With mixed signals for 202...

31 Tammi 202419min

The American consumer sentiment, heavily affected by the COVID-19 pandemic and subsequent Federal Reserve rate hikes in 2022, has been recovering since hitting a low in July 2022, reaching a two-year ...

24 Tammi 202414min

In 2023, the stock market, led by major tech companies, saw significant gains with the S&P 500 up by 26%, while the fixed income market experienced unexpected fluctuations in interest rates. Looking a...

17 Tammi 202416min

Our expectations of a stock market yearend rally were modest due to waning retail sales and consumer confidence reported in October. As it turned out, the yearend rally exceeded our and most expectat...

10 Tammi 202414min