May 27, 2022
The consumer sentiment index came in at it's 12-year lows upon the release of April's print. Although the index doesn't tell the whole economic story, it does have it's influence on inventories, manufacturing output, and even employment. So how is this thing measured and how significant is it to our GDP?
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May 19, 2022
Food shortages around the world have motivated countries to ban commodity exports. First with Indonesian palm oil, then Indian wheat, and now we have a long list of over a doxen countries banning food exports. As if supply chain woes and inflation haven't been bad enough, the world has come to enacting...
May 14, 2022
So...how's navigating the carnage since the FOMC meeting been treating you? Seriously though, the bottom is insanely tough to predict and the markets have seen enough dead-cat bounces to make every dip look appealing. But godspeed to all you econoholics, I hope we can put our minds together and time the bottom!
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May 5, 2022
So we just experienced a quarter of negative GDP growth while core inflation is still at a four-decade high; I swear there's a name for this that sounds like a bourbon brand. Also, discount rates for equities are in a tight spot with the US10yr creeping above 3%.
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