Tag: davidson

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Fed Cut? Not Now, But Soon

Continue reading “Fed Cut? Not Now, But Soon”
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Sentiment and Reality Continue to Diverge

Continue reading “Sentiment and Reality Continue to Diverge”
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When Will The Fed Cut

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Sentiment Can Change…..Fast

Continue reading “Sentiment Can Change…..Fast”
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Construction Spending Rises to Record

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Self- Employment Collapses

Government hiring is propping up the labor market, and self-employment has collapsed to record lows. Not healthy

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Retail Cash Rises

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Data Still Murkey

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PMI Often Cries Wolf

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Construction Spending At Record Highs

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Real Private GDP Continues to Rise

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Real Personal Income Rising, But Being Spent Less

Continue reading “Real Personal Income Rising, But Being Spent Less”
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“Sentiment” Indicators….Ignore Them

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Durable Goods Orders Holding

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Consumer Delinquencies Rising

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