Global Container Rates Crashing back to Pre-Covid Levels
The rate hikes need to pause.
Peter Thiel on the Importance of Restoring Growth
Nobody has a plan
Empire Manufacturing PMI Outlook Terrible
Recession incoming
Homebuyer Traffic near Covid, Housing Crisis Lows
As housing pertains to the broader economy, the setup here is highly ominous
Taps Will Be Away Until 12/1
Just a heads up, I will be unable to post as much in the way of updates until December 1st. The site will return to the normal pace of updates […]
Wholesale Food Price Inflation Spike Ends
Retail prices are likely to continue rising
Yield Curve Very Inverted
Headed for a recession
FAANG Era Over
Every cycle has its leaders and they are rarely the same from cycle to cycle
Earnings Estimates Plunge
What the lead-in to a conventional recession looks like