Is a Recession On the Way or Has it Already Started? – Mish Talk
Image Fox News video clip from Tweet below. Soft Landing Thesis The Real Question Key Comments DiMartino Booth: “Amazon first announced it was going to...
The NAHB Wells Fargo Home Builder’s Index Is Sinking Spectacularly – Mish Talk
NAHB data, chart by Mish I created the above chart from a data download courtesy of the National Association of Home Builders and Wells Fargo, The...
Congratulations to Janet Yellen, Winner of Today’s Hoot of the Day Award – Mish Talk
Consumer Balance Sheet in Good Shape January 2021 Flashback Yellen Praises a Weaker Dollar Apparently a strong dollar that buys more stuff inhibits spending so...
Top Idea of the Month: What Needs to Happen Before Stocks Bottom? – Mish Talk
Nasdaq 100 Index vs 10-Year Treasury Note Yield, Data St. Louis Fed, Chart by Mish Inspiration for this post come from a Tweet by Danielle...
Existing Home Sales Skid to Pre-Pandemic Level, a Housing Bust is Underway – Mish Talk
Existing home sales courtesy of trading economics, annotations by Mish The National Association of Realtors reports Existing-Home Sales Retract 2.4% in April Report Highlights Existing-home...
Single-Family Housing Starts to Shows Serious Cracks On Top of Negative Revisions – Mish Talk
Housing data from commerce department, chart by Mish Let’s dive into the New Residential Construction report for April for a look at the US housing...
Is The Global Debt Bubble About To Burst?
The years between 1981 and 2020 were very special years for the world economy because interest rates were generally falling: Figure 1. Yields on 10-year...
Credit Market Complacency Gives the Fed Room to Crush the Stock Market – Mish Talk
Corporate bond data via St. Louis Fed, chart by Mish Chart Notes Yields are monthly averages except for current month Current month reflects yields on...
How Much Has Inflation and Free Money Goosed Consumer Spending? – Mish Talk
Retail Sales from Commerce Department, chart by Mish Earlier today I noted Retail Sales Easily Beat Expectations, US Treasury Yields Jump in Response Here’s a...
Diversity At the Fed and ECB? There is None, It’s a Big Self-Serving Lie – Mish Talk
Image clip from Fox News via a Tweet posted below. Diversity? There is None There is no diversity where it matters, that being diversity of...