Tag Archives: inflation

February 2019 Economic Dashboard

The bear market in US stocks that occurred in the fourth quarter of 2018 was triggered by a fear that the Federal Reserve would keep increasing interest rates to fight off incipient inflation pressures building in the US economy.  Given the incredible US jobs growth machine, spanning 100 straight months of gains and counting, better… Read More »

January 2019 Economic Dashboard

US stocks posted their best January performance in 30 years.  Following the worst December since 1931, investors can rightly breathe a sigh of relief.  Our December Dashboard outlined the havoc caused by Fed Chair Jay Powell’s ill-advised remarks in October regarding future interest rate policy, as well as poorly-received follow-up statements about overall monetary policy… Read More »