Archives for February, 2022

  1. February 28, 2022

    When I wrote two weeks ago in Inflation, Rising Rates, War and Volatility: So, will there be a war between Ukraine and Russia? I’m doubtful. Russian aggression would jeopardize the certification of Nord Stream 2 by Germany and eliminate Russia’s negotiating power over… More >>

  2. February 22, 2022

    It’s a rare point in time when consumer sentiment diverges from consumption. Yet that is precisely the moment we are in. Overall sentiment by the U.S. public is very negative. According to Gallup a whopping 80% of Americans think our country is on the wrong track. This is… More >>

  3. February 14, 2022

    At this stage of the economic cycle, all eyes are on the negatives. Rightfully so, as the headlines are filled with nothing but bad news.   The January inflation print, reported last Thursday, came in at a record setting 7.5% measured against a year ago. 1      … More >>

  4. February 7, 2022

    The January jobs report was surprisingly strong, with the economy adding 467,000 jobs during the month. This was well ahead of the 125,000 consensus estimate compiled by Bloomberg and was accompanied by large upward revisions to the jobs data for December and November. 12  … More >>