Not that we can ever rely on one indicator, but those historical instances of outperformance suggest that we haven’t yet seen too much of a good thing.
Tag: GDPNow
CAPITAL IDEAS: Cuts like a knife
Some Fed officials want another cut this year, and others could be convinced to do so if the economic data weakens. The Fed has continued to repeat the line that any decision made — cut, stay or hike — will be “data dependent.”
CAPITAL IDEAS: Mortgage madness
Where the economy might go from here is another conversation, but we do know that defaults on existing debt are relatively tame, meaning that consumers are not yet feeling overwhelmed.
CAPITAL IDEAS: GPS for ‘the GE’: Marco Polo?
Dalton — Growing up in the Berkshires, I could tell if a certain generation lived in the area at a certain time period by the way they referred to General Electric as “The GE.” For more than 20 years, because of my profession, local folks have asked me where “the GE” is going — should
CAPITAL IDEAS: Markets feeling good
The bad news is that when everyone is bullish, it’s often a bad time to be invested because, often times, that means all of the potential good news has already been expected and priced into the market.