Post-Mortem On The 1Q GDP Report Recession, Even If Outside The Long-Held Definition So How Bad Are Things Going To Get? Have We Seen The Worst Of The "Credit Crisis"? Maybe It's Not As Bad As We Thought Stocks - Have We Seen The Bottom? Conclusions - What To Watch For Introduction When...
This week's Outside the Box is from my friends at Hoisington Management. While somewhat technical, they make the case that a slowdown in consumer spending is inevitable. This is worth taking some time and thinking about. Quoting: "This means that consumer spending increases should be approximately...
The Return of Muddle Through The dollar reaches new lows. The housing market shows no sign of a bottom. Oil almost touches $84 before backing off. Interest rates go up after the Fed cuts. So naturally the stock market keeps climbing. But then, consumer spending came in strong, employment looks like it...
Market Mayhem & Credit Fears - What's Next? IN THIS ISSUE: 1. The Economy - The News Is Not All Bad 2. Consumer Spending Remains Firm For Now 3. Housing & Subprime - More Bad News 4. Should The Government Come To The Rescue? 5. The Fed Needs To Act On September 18 6. BCA's Latest Analysis...