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Michael Lebowitz

Confidence Is the Underappreciated Financial Engine

Ask economists how they forecast financial exercise. It’s possible they'll point out productiveness, demographics, debt, the Fed, rates of interest, and a litany of different components. Financial confidence might be not on the...

Yields Worth in Larger for Longer, However Yellen Says A lot Decrease for A lot Longer

On October 5, 2023, Treasury Secretary Janet Yellen made a really telling assertion concerning the future course of rates of interest. YELLEN SAYS DEBT SERVICE COSTS WILL BE 1% OF GDP FOR THE NEXT...

Stimulus, Consumption Gas Financial Resilience: However for How Lengthy?

The economic system has marched ahead, ignoring increased rates of interest and constant requires a recession. Credit score goes to “We The Folks,” the residents of the U.S. A shout-out additionally goes to Uncle Sam...

Why Inflation Stays Sticky Regardless of a Historic Drop in Cash Provide

The Fed significantly erred in 2021, focusing an excessive amount of on provide and never sufficient on demand. The Fed can sluggish velocity however requires job losses and/or eroding shopper confidence. Forecasting the cash provide...

Aftershock Life within the Wake of Silicon Valley Financial institution

Whereas headlines of financial institution failures and bailouts eat the media, few are considering the financial and monetary aftershocks that can comply with. Hockey nice Wayne Gretzky famously commented, “I skate to the place...

3 Attainable Paths for 2023

As we anticipate what 2023 may need in retailer for buyers, we should first contemplate what the Fed could or could not do. We expect there are three potential paths the Fed would...

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