#86 - Consumer Confidence Improving
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 Feb 202417min
#85 - What Happen to the Recession?
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 Feb 202417min
#84 - The Changing American Population
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 Feb 202430min
#83 - Hot Labor Market
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 Feb 202414min
#82 - Santa Claus Predictor
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 Jan 202419min
#81 - Americans Feeling Good!
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 Jan 202414min
#80 - A Look Back at 2023 and Forward to 2024
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 Jan 202416min
#79 - US Economy Ends Well, Now On To 2024
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 Jan 202414min
