Archives for May, 2016

  1. May 31, 2016

      As part of our on-going discussion on how Central Banks throughout the world are controlling valuations across multiple asset classes, it appears that the U.S. investor has acquiesced on the inevitable rate increase coming this June or, at the latest, July. Janet Yellen… More >>

  2. May 23, 2016

      Credit in America is booming. There is simply no other way to say this. Let’s take a look at the recent data. Credit card debt is expected to top $1 trillion by the end of 2016, which comes close to the peak that was set prior to the 2008 Financial Crisis. [i] [ii]… More >>

  3. May 16, 2016

      The Good On Friday, it was reported that American Consumers are finally opening up their wallets, recording the biggest consumption increase in a year. U.S. retail sales surged 1.3% in April, the largest increase since March 2015, as Americans stepped up purchases of… More >>

  4. May 9, 2016

      For months, we have been tracking the fact that U.S. corporate earnings are in a growth slump, or as we’ve been calling it, an earnings recession. With 87% of S&P 500 companies reporting earnings for Q1 2016, we can now confirm we will have a 4th consecutive quarter… More >>

  5. May 2, 2016

      NowCasts on GDP growth, as we have been discussing in prior posts (here), have come to fruition with the official reporting of U.S. GDP for Q1 2016. The U.S. Economy grew at a paltry 0.5% in Q1 2016, consistent with prior Q1 reports of the past. [i] While real wages… More >>