Blog: Will Inflation Come Back for One Last Scare?

The Aborted Landing Scenario rises from its economic grave.

Flash Report: MUSI signals Fragile Markets

Turmoil in the Middle East have increased downside market risk.

Blog: El Nino and Commodities Revisited

With the devastating impact of Hurricane Helene on the Southeastern US, and the transition from El Nino back to La Nina taking place, I thought it might be a good time to revisit the work I published in a Newsletter last year. In the newsletter I came up with a

Blog: Fed Signals "All Clear," But for Markets?

Is a large Fed cut good news?

Blog: I See Market Risk Arising, But trouble's not on the way, yet.

Downside risks are building, but not yet critical.

Flash Report: Market State Uncertainty Indicator (MUSI) shifts from Resilient to Transition

Interest Rate Risk and Global Business Conditions are now negative.

Blog: Imagine Monetary Policy Implemented by Politicians

Would they have the guts to crash the economic party?

Blog: Inflation is in the Eye of the Beholder

Don't forget "alternative" measures of inflation.

Blog: Did August Market Volatility Mean Anything?

Was it "full of sound and fury, signifying nothing" or "Something wicked this way comes?"

Blog: Where are we in the Market Cycle?

Things look pretty good.