May 1, 2023 – In a recent podcast, author Bradley Schurman discussed his book, Super Age: Decoding Our Demographic Destiny , and the consequences of the upcoming Super Age, where the world's population reaches 10 billion and one out of five Americans...
Apr 25, 2023 – Anyone arguing that we are not heading into a recession may be deluding themselves. The biggest deposit flight we have seen in 50 years from commercial banks shows no sign of stopping. Why is this important? Well, commercial banks...
Apr 25, 2023 – Bilal Hafeez, CEO of Macro Hive, says the US stock market’s resilience in the face of ongoing economic weakness shows that investors are still not worried about an imminent recession, which could take place later this year...
Apr 12, 2023 – The tightening of lending standards by banks, even before the collapse of SVB, is making it difficult for consumers and businesses to borrow, resulting in a decline in loans outstanding. The NFIB Small Business lobby surveys small businesses each month and...
Apr 5, 2023 – Mike Singleton, senior analyst at Invictus Research, warns that the US leading economic indicators have been declining since 2022 and that banks are now in an aggressive tightening posture, pointing towards a recession over...
Mar 30, 2023 – This year has now kicked off with a series of bank failures in the US. Two of them (Silicon Valley Bank and Signature Bank) are the 2 nd and 3 rd largest in US history and Silicon Valley Bank was the largest since the 2008 financial crisis...
Mar 28, 2023 – To understand the fallout from the Silicon Valley Bank collapse (the 2 nd largest bank failure in US history) and other recent banking troubles, we must examine the impact on various debt markets, including investment grade debt...
Feb 24, 2023 – In my financial career, I've come to realize that many of the tenets we are taught and that are propagated by the financial industry may appear feasible in academic papers but tend to fail in practice. The great majority of people...
Feb 8, 2023 – The economic environment remains uncertain. ISM surveys show a consistent deceleration for manufacturing while the latest services data points to a very brief one-month contraction. Housing prices continue to fall month over month and...
Jan 4, 2023 – Felix Zulauf, head of Zulauf Consulting, recently discussed his short- and long-term outlook for the markets, the global economy, commodities, and much more in an interview on our weekday podcast. In the short-term...
