Episode 51. Melting Recession Worries

Episode 51. Melting Recession Worries

The doomsayers predicting a recession in late 2022 or in 2023 so far are thankfully incorrect. The US GDP gained momentum in the second half of 2022 and recovered all the declines of the first half to end the year with positive overall gain. Read in this Weekly Brief more evidence we referenced why recession fears may have been overstated and what we see as a likely forecast for 2023.

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Avsnitt(167)

#135 - When Great is Not Good Enough

#135 - When Great is Not Good Enough

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#134 - Trump Is Not the Economy

#134 - Trump Is Not the Economy

Institutional investors have once again become headline driven. Institutional traders seem to base their daily trading strategy on Trump tweets panicking on this announcement or another. Most intere...

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#133 - Uncertainty During a Growing Economy

#133 - Uncertainty During a Growing Economy

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#132 - It's Not Over Yet

#132 - It's Not Over Yet

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26 Mars 202516min

#131 - Case for Staying Invested

#131 - Case for Staying Invested

For the past week, major media outlets have opined on the stock market volatility speculating whether this is the beginning of a significant stock market selloff and if the US economy is entering a de...

12 Mars 202514min

#130 - Falling Markets in Stable Economy

#130 - Falling Markets in Stable Economy

Since December 6, 2024, the US stock market has been trading in a flat range up to February 19. However, the flat trading range weakened on January 27 when DeepSeek announced it had developed AI lea...

5 Mars 202515min

#129 - Consumers Climb Wall of Worry

#129 - Consumers Climb Wall of Worry

The University of Michigan released on Friday their Surveys of Consumers reports. The February report indicated that consumers' concerns are building after January's index decline that has continued i...

26 Feb 202518min

#128 - Positive but Rocky Start for 2025

#128 - Positive but Rocky Start for 2025

Investors entered 2025 with cautious optimism as stocks continued their strong rally, led by tech and AI. Despite a brief selloff in January, momentum remains positive, and new buying opportunities ar...

19 Feb 202516min

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