Despite Recession Fears, the US Economy Continues to Disappoint Its Skeptics Over the first two quarters of 2023, everything is coming up...

Markets Think Jerome Powell's Fed Has the Right Stuff The Federal Reserve left interest rates unchanged, signaling their satisfaction...

The Recent Outperformance of Homebuilders Could Last Since the beginning of the year, Homebuilders' equities have been markedly...

The God of Change, Janus, to Whom We All Now Kneel The deity of doorways, edges, and verges, Janus is at once both where we are and where...

Checking Back in on the Big Inflation Picture Halfway Through the Year, We See Little Has Changed. Yet Everything Has Heraclitus of...

Inflation Comes in Two Varieties. Understanding Them Sheds Light on Where Prices Are Headed Today the CPI registered an 8.5% increase for...

It's going to get a lot colder before we're through What are the markets trying to tell us about where we are in the economic cycle? View...

A Totally Revolutionary Way to See Inflation Exactly As the Federal Reserve Sees It. Only from goodstead Below, we show what the Fed sees...

Employment Figures Provide an Unexpected Economic Fillip What a difference a week makes. As we wrote then, employment indicators in the...

New Economic Data Paint a Picture of a World Emerging from Its Slumber--But It's a Cold Spring Q2 US Gross Domestic Product Shows...

Transitory Price Increases Once Again Drive Headline Numbers Prices for used cars increased by a month-over-month 10.5% in June, crushing...

Making Sense of Market Gyrations Recent economic and market developments have caused asset values to change dramatically over the past...

Green Shoots goodstead wishes to apologize to its Members for the lack of depth of analysis this week. Our attention was focused on a...

Or, When Vice is Virtue, and Virtue Vice Personal savings rates in the United States have been on something of a wild ride this year. ...

Yields on the 10 year and 30 year increase as US Government obligations go on sale The 10-year yield is up .3%, and the 30-year yield is...

Developed Governments Can Finance Expansionary Fiscal Policy After All What a difference a decade makes. After an unnecessarily prolonged...