Yield Curve Inversion
Sep
08
2023
Labor Market Begins To Labor...
Most labor market measures continue to weaken, and for investors still heavily invested in stocks, we’d caution against waiting for all labor market figures to deteriorate before scaling back. Equities will likely take a big dive before such conclusive evidence arrives.
Jun
07
2023
Revisiting The 1966 Forecast Failure
Developments over the last four months leave us even more skeptical that the November yield-curve inversion will join 1966 as a “false positive.” The number one reason being the subsequent shift in the yield curve itself.
Jun
07
2023
Just A Typical Pre-Recessionary Rally?
Is the stock market disconnected from a souring economy? It might seem that way, and the topic dominated the discussion at the recent Market Technicians Association annual symposium.